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

To: telecomguy who wrote (14435)	4/19/2000 12:49:00 PM
From: Techplayer	Respond to of 21876

Telecomguy, Are you blind or just not listening? Last year., LU took a beating after announcing that an 800 million dollar contract was pushed to Q2. IF LU did not have that "problem" in Q1 99, you would be looking at better than 25% YOY growth for Q2. Critics cannot have it both ways....tp

To: telecomguy who wrote (14435)	4/19/2000 12:49:00 PM
From: GVTucker	Read Replies (1) \| Respond to of 21876

Given a lot of the issues that surround LU, it is impossible to pass judgement on the quarter without a balance sheet. And, as usual, LU will not provide a balance sheet with the earnings announcement. Heck, even NT releases a general balance sheet with earnings. CSCO releases a pretty detailed balance sheet. Why can't LU? There is a valuation gap between LU and CSCO, no question. If LU management wants to close that gap, they need to stop acting like they have something to hide.