Lucent Technologies (LU) Message Board

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Technology Stocks : Lucent Technologies (LU)

LU 2.680

+0.9%

Dec 19 3:59 PM EST

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To: Bindusagar Reddy who wrote (10439)	10/21/1999 8:37:00 AM
From: William Hunt	Read Replies (2) of 21876

Bindusagar ---I agree about LU for the future but watching how IBM is doing this morning gives me an idea of what is going to happen to LU next week by being quiet . LU will report slowing growth in the USA and blame it on Y2K ----BS ---everyone is aware that any equipment being bought in the third and the fourth qtr will not be deployed until after the first of the year ( also the equipment is Y2K compliant ).As a business that is competing in the world market people will not put financial decisions like this on hold for six months and let their competitors get ahead . I can understand that LU'S business might be going through a transition faze at present but McGinn needs to be proactive ( Wall Street does not like uncertainty ) and get the message out . Delaying the earnings report by a week is another example of hiding your head in the sand . I really wish he was telling the negative side of the story as well as he loves to tell the good side . By the way have you seen him on CNBC the last three months ? He needs to be projecting an image like JACK Welch from GE instead of hiding in a foxhole BEST WISHES BILL

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