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

To: telecomguy who wrote (14764)	5/14/2000 1:18:00 PM
From: Techplayer	Read Replies (1) \| Respond to of 21876

Tg, why not talk about the soon to be failed Versalar? what is the difference? At this point, LU is growing its core businesses at the same rate at NT with a PE of 1/2 of NT's. That is why I will stick with LU for the time being and may re-enter NT again when it hits 40-45, like I did 3 weeks ago (at 45 pre-split). The continuos spouting from NT investors is a joke when NT has similar financing debt, higher DSO's, weaker product breadth and increasing competition. I will not pay 60 times next years estimated earnings for a company that is growing at a 25-30% clip with those issues in this market. who knows, maybe the nexabit box yields product in a morphed form. The technology is there. It will take far more time to get it right, but that does not mean that the investment is a complete write off. tp