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Technology Stocks
Lucent Technologies (LU)
An SI Board Since May 1997
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19951Again, you're ignoring debt, which really distorts your numbers when compariGVTucker-4/11/2002
19950CSCO is trading at 7x sales, and that's assuming they hit their aggressive ssylvester80-4/11/2002
19949It isn't a 10x disparity. It isn't close. Remember, CSCO has no debt. GVTucker-4/11/2002
19948But not 8x disparity IMO, in such an environment. BWDIK. JMHO.sylvester80-4/11/2002
19947Fair enough. In just a bit more than one week away we'll know. Considering tsylvester80-4/11/2002
19946Yes, thanks. Not questioning your tactics, just attempting to fully understand Sawtooth-4/11/2002
19945Telecom is telecom. It is affecting everyone no matter how small or big exposuresylvester80-4/11/2002
19944<<As I said, this has nothing to do with anything LU is doing wrong. This Sawtooth-4/11/2002
19943More simply, CSCO has had positive cash flow throughout this down cycle. LU hasGVTucker-4/11/2002
19942>LU is about to post margins in the 20s this Q and when things improve in theDiB-4/11/2002
19941I already have all the LT shares that I need. I have a big chunk of LT shares thsylvester80-4/11/2002
19940The difference is that Cisco relies more on healthier enterprise customers than DiB-4/11/2002
19939Hi, S80. Just out of curiosity and certainly respectfully, if this is the sectoSawtooth-4/11/2002
19938You are 100% correct. The funny thing is that they are ALL priced for bankruptcysylvester80-4/11/2002
19937Considering that last quarter was the first quarter that Lucent surprised on thesylvester80-4/11/2002
19936I think you've basically summed it up in a nutshell, Sabre. .......VVVVVVVVSawtooth-4/11/2002
19935<<Come on... this isn't Lucent specific...>> Agreed, S80. But Sawtooth-4/11/2002
19934Well, there is a poster using the moniker 'Bambs' on the CSCO thread thaJohn Koligman-4/11/2002
19933This isn't some 'premium'. This is 6 premiums combined lol. In any csylvester80-4/11/2002
19932Syl, I must have read your mind <ggg>... See my previous post! Best regaJohn Koligman-4/11/2002
19931The market appears to be willing to award somewhat of a premium to the remainingJohn Koligman-4/11/2002
19930Yes, but look at CSCO market cap. Still a bubble $110 billion IMO. Simply amazinsylvester80-4/11/2002
19929Understood, but don't get hung up on market cap. I used to rail about the hJohn Koligman-4/11/2002
19928The interesting thing for me is CSCO in the middle of all this bloodbath with stsylvester80-4/11/2002
19927>telecom dump... From CBS Marketwatch article: ...And big phone stocks, as DiB-4/11/2002
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