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

To: RetiredNow who wrote (2560)	5/6/1998 12:09:00 PM
From: Sawtooth	Read Replies (2) \| Respond to of 21876

mindmeld: <<Just my opinion. I own the both of them, but I still think LU is grossly overvalued relative to CSCO>> With all due respect, I have a little trouble following this "argument". I think Lu is trading at around a 54 p/e (4 q. trailing) vs 48 for Csco. P/s is around 3.5 for Lu vs. 10.5 for Csco. Granted, margins are better for Csco but they are growing fast for Lu as it continues to shake it's wings loose. A 48 or 54 p/e is a pretty high valuation in anyones book, probably; but, relatively, I don't see too much difference. They're both great companies but I especially like Lu's diversity and positioning. ...Tim