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

To: Chuzzlewit who wrote (12139)	1/6/2000 5:30:00 PM
From: Zoltan!	Read Replies (1) \| Respond to of 21876

I believe Cramer and TheStreet.com led the way.

To: Chuzzlewit who wrote (12139)	1/6/2000 5:39:00 PM
From: GVTucker	Respond to of 21876

RE: I simply questioned LU's cash flow and balance sheet. Which is often a precursor to problems on the income statement.

To: Chuzzlewit who wrote (12139)	1/7/2000 12:36:00 AM
From: jack bittner	Read Replies (1) \| Respond to of 21876

hello chuzz, may i ask what is it you saw in lu's cashflow and balance sheet: low cash flow in relation to gross revenues? in viewing cash flow, do you add back r&d expenditure, which implies that r&d is the main thing a tech company should be using cash flow for? lu certainly has excellent operating margins so what do you see is weak in lu's cash flow? i'm not disputing you, just asking how you analyzed it. and what's the balance sheet weakness? too much debt? receivables too high a % of sales?