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Technology Stocks : Lucent Technologies (LU)
LU 2.625+2.9%Dec 5 9:30 AM EST

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To: LWolf who wrote (1989)4/2/1998 8:45:00 PM
From: Boplicity  Read Replies (1) of 21876
 
Larua re: What kind of a run do you think the internet stocks will have? What will make them pull back?

YHOO or AOL having problems with gaining eye balls and earnings. What we are seeing is the creation of two new major channels for eye balls, someday we could see YHOO, AOL, CBS, NBC, ABC in the same sentence. The problem everyone is having is how do you value AOL and YHOO? The ans. is like a TV network that is interactive. But how do you value the interactive part???? Last but not least is the fact that LU is going to make it happen for AOL and YHOO by providing bandwidth. So maybe we have to wait till we all have tons of bandwidth like fiber to the curb. As you can see it could be a long time before we see AOL and YHOO story is completely told. It's the unknown that makes AOL and YHOO and the rest of the internet stocks so compelling.

Greg
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