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

To: DHB who wrote (7415)4/16/1999 6:34:00 PM
From: SpecialK  Respond to of 21876
 
When the CEO says they will grow revenues by 20% and earnings by 30-35%, on a 20Billion revenue base, that is a big deal, that is growth.

When Cisco grows at 35% on 8Billion revenue, they are growing faster but the actual revenue increase is greater with Lucent, still.

Compare that with a little Xyln or mrvc, type companies that grow at 100% annually, they are doing great but they are increasing their revenues by max 10 million per quarter, great results but when the big dogs are increasing by billions per quarter, who is gonna have trouble.



To: DHB who wrote (7415)4/18/1999 3:00:00 PM
From: Lou S.  Read Replies (1) | Respond to of 21876
 
here's my view

I am long term LU - 3 yrs ago I sold all my mutual funds and put that money into LU & CSCO
I doubt that these genius fund managers have done nearly as well, as these two co in past 3 yrs!
These funds must always answer for there performance - quarter by quarter - They make changes which incur long & short term gains which have to be paid every year.
The only funds I would ever invest in are the index's


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