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Technology Stocks : Internet Guru Discussion

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To: DAY TRADER who wrote (2675)	9/9/1999 2:40:00 AM
From: steve harmon - analyst	Read Replies (1) of 4337

lucent - stinger is a significant product from lucent i believe for two reasons: 1) gives lucent a foothold into the burgeoning dsl market, one that i think could be the story of the year 2000 2) legitimizes the dsl market since if the gorilla of network gadgets wants in there must be a huge opportunity until recently lucent was always one of the most undervalued internet-related stocks because of its pedigree (out of bell) a couple years back i did a report on lu that said it could be a big player in the net space; that time is now i think however, at $202b market cap i think lu fully valued at this juncture with perhaps a buy on dip opportunity if there's a market correction as for other dsl stocks, even with stinger i don't think lucent can satisfy the demand it also must deploy the product rather than just announce it

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