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

To: Typhoon who wrote (4667)	10/15/1998 1:27:00 PM
From: BUYandHOLD	Read Replies (1) \| Respond to of 21876

Typhoon I,ve owned LU for about a year and watched pleasantly as it powered up defiantly. Recently after the pullback I took another look nd was quite surprised at the numbers. For starters profit margins are miniscule (compared to say CSCO). Growth rates, both for earnings and sales are AT BEST 20% that of CSCO. D/E ratio is 40% (CSCO is 0%) ROA and ROEs also are not that competitive for the industry leaders. I shall not even mention P/E ratios, lest I knock someone off a chair. Yet despite all this LU has outperformed the competition handily. How come the stock is outperforming the company? Exuberance or am I missing something? www4.techstocks.com biz.yahoo.com Happy investing B&H