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

To: Kenneth E. Phillipps who wrote (14658)5/6/2000 5:55:00 PM
From: Diamond Jim  Respond to of 21876
 
re: csco, i suppose that big fall could happen...if...the ceo step up one morning and says "mgt failed to execute" just like Rich McGinn did.

I don't even own csco(I actually wish they would fall) but I get tired of Bearins writing crapola, they did a hatchet job on Intel about 6 or so months ago and they were wrong then, so how about a retraction? never happen.

jim



To: Kenneth E. Phillipps who wrote (14658)5/7/2000 5:19:00 AM
From: SyncMan  Read Replies (1) | Respond to of 21876
 
I certainly do believe that Cisco would share Lucent's PE of 16 if it had Lucent's debt/cash ratio. It's DS0. It's growth rate. It's history of misforcasting of the market. It's management. It history with aquisitions. It's retention ratio of employee's.

In other words, what a meaningless comparison.
I do predict, though, that article will do what Barron's wanted it to do, re: Sell Magazines.


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