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

To: Doug who wrote (4431)	9/30/1998 10:50:00 PM
From: CMS27	Respond to of 21876

If LU can win bigger and bigger slices of that 14% pie, they should command a higher p/e. Not commenting on whether or not that will happen but it is one way, "increased market share" that their p/e could justifiably run higher than the industry growth rate. Another angle is the convergence of telecom and networking. It's hard to look at recent trends for a forecast. You almost need to combine networking growth and telecom growth in some manner.