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

To: Bill Monahan who wrote (3010)	7/12/1998 4:06:00 PM
From: fff	Read Replies (2) \| Respond to of 21876

why is LU PE twice as much as CSCO and yet projected earning growth for csco is 29% and Lu maybe 35%? How does that justify more then twice the pe? 230 vs csco is 90? I am not questioning your comments but this is perhaps why I DCA more into CSCO and I am totally missing something? I undertstand LU is very much diversified and holds many patents and will benefit from many systems upgrades. But should not all these great news be built into projected earning growth? With pe of 200+ I would like to see earning projection to be atleast 70% growth. i.e. csco pe/growth = 3, if LU PE is 210 then 70% growth should have been projected. DOes this make sense or are my numbers all wrong? Or is this the wrong way of looking at things?