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

To: JRH who wrote (3014)	7/12/1998 9:45:00 PM
From: Sawtooth	Respond to of 21876

I think you're right, JRH. I consider the P/E's for both CSCO and LU to be essentially the same right now; adjusted for the quirks that sometimes result in crazy looking P/E numbers. ...Tim

To: JRH who wrote (3014)	7/12/1998 11:43:00 PM
From: J. P.	Read Replies (1) \| Respond to of 21876

<With next years estimate, CSCO is trading at a forward PE of about 42 and LU at 44. > thank you. I'm tired of the old PE saw, and even of professionals going on CNBC and saying LU's PE is too high. It's the forward PE we're concerned about if we care about PE at all. I personally care more about top line growth, EPS and margins.

To: JRH who wrote (3014)	7/19/1998 12:01:00 AM
From: dpk	Respond to of 21876

Hi, I have been a lurker on this site for several months and have appreciated the valuable insights many of you have provided. I have thus far used a discount broker to buy/sell shares in tech companies, which have been my primary focus. However, I felt handicapped by the limited access to research the discount broker provides. I am now looking to open brokerage accounts with full service brokers to get institutional-quality research. But, as many of you may know, the quality of research varies from broker to broker, and from analyst to analyst. I would really appreciate any input/insight from any of you who have experience with full-service brokers or analysts as to the ones that provide the best coverage for the following types of stocks: networking (e.g. CSCO); semiconductors (e.g. INTC, TXN, AMAT); wireless equipment (e.g. QCOM, LU); PCs and servers (e.g. CPQ, DELL), internet-related (e.g. ATHM, BCST). I am posting this message on all the relevant stock boards, so I apologize if any of you encounter this same post on the other boards. Thanks in advance. DPK