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Technology Stocks : Cisco Systems, Inc. (CSCO) -- Ignore unavailable to you. Want to Upgrade?


To: Gemini who wrote (19943)12/19/1998 8:42:00 PM
From: LindyBill  Read Replies (2) | Respond to of 77400
 
When you think of Lucent, think of Bell Labs.
Yeah, but I wonder if Bell Labs can "wag the dog". Lu is a big stogy, mainline company that will do very well, but I think CSCO will outperform them by far. I would predict, that if we looked at a 60 month chart of CSCO, MSFT, AOL, DELL, and LU 5 years from now, LU would be on the bottom. Still good, by the overall market results, but nothing compared to the other four. NT would be even further down. I sold my LU last September when I realized this.



To: Gemini who wrote (19943)12/19/1998 9:00:00 PM
From: Lynn  Respond to of 77400
 
I agree, unlike the other person who replied to your posting. At first, when I received my initial shares of LU via the spin-off, I thought, "Ah, big deal." As time has gone by and I have actually paid attention to LU, I am glad it is in my portfolio--and that I am in dividend reinvestment (and am able to make optional contributions to purchasing shares).

BTW, LU is smart in that it is selling-off divisions that do not fit with its long-term objectives. Recently, it sold a division to BRKT, another stock I hold:

biz.yahoo.com

Lynn



To: Gemini who wrote (19943)12/22/1998 3:59:00 PM
From: Katherine Derbyshire  Read Replies (1) | Respond to of 77400
 
>> Is there
a better R&D program in the world? Can you name another
company that applies for either three or four patents
each working day?<<

I don't know about applications, but in most years IBM has more awarded US patents than any other company in the world. I'm not sure it's done their investors any good, though.

Katherine