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

To: Mr.Fun who wrote (7748)	5/5/1999 6:05:00 PM
From: Chuzzlewit	Read Replies (1) \| Respond to of 21876

Comment re: your comments First, thanks. 1. Agree 2. Agree 3. 5 Year growth rates are consensus from Yahoo! research. I have not filtered the data, so you could be correct about underestimates. 4. Yes, I have egg on my face. I must have fumbled a calculator key. My apologies. 5. Feel free to roll your own <G> I'm just trying to grapple with some way to back into the valuation issue. So far, everything I've seen is nonsense because there is little or no weight given to very imporant issues. But while you're quibbling, let me throw in one more quibble. None of this is based on cash flow, and as we know, cash flow or free cash flow is where it's at. The earnings numbers are all over the place because of variable accounting treatments (purchase accounting vs. pooling of interests, purchased R&D writeoffs, restructuring charges,etc.)