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Technology Stocks : Lucent Technologies (LU)
LU 2.730-0.5%3:59 PM EST
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To: Techplayer who wrote (13129)2/1/2000 9:38:00 AM
From: telecomguy  Read Replies (2) of 21876
 
Okay, you guys are right......perhaps it is too harsh to judge McGinn & Co. on one bad quarter and being a long-term value investor, it would be prudent to wait one or two more quarters to see what's really happening at LU. It just seemed (and still does) unbelievable that a major Telco vendor could completely miss a huge paradigm shift in networking technology by a such a margin -- especially with the R&D & the revered Bell Labs at their disposal.
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