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Technology Stocks : Lucent Technologies (LU) -- Ignore unavailable to you. Want to Upgrade?

To: Zoltan! who wrote (12058)	1/5/2000 3:59:00 PM
From: Chuzzlewit	Read Replies (1) \| Respond to of 21876

Zoltan, Because you are unable to provide a valuation for CSCO does not mean that I am incapable of generating or haven't generated a valuation for LU. If you ask nicely, and not in an adversarial tone, I would be happy to share my thoughts with you. Why must you reduce this discussion to an us vs. them issue? Odder, yet, is that this discussion grew out comments that I made on this thread that were critical of LU's cash flow. TTFN, CTC

To: Zoltan! who wrote (12058)	1/5/2000 8:00:00 PM
From: Techplayer	Read Replies (1) \| Respond to of 21876

Zoltan, The difference between LU and Bay or 3com is that CSCO is not beating them up. It is the other way around. LU owns a major % of the space that CCSCO is trying to penetrate. LU revenues have increased from 30 billion 2 years ago to 45-47 projected this year. Does that sound like LU is losing ground? Brian