Lucent Technologies (LU) Message Board

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Technology Stocks : Lucent Technologies (LU)

LU 2.820

-0.5%

Nov 6 3:59 PM EST

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To: Techplayer who wrote (14710)	5/10/2000 1:13:00 PM
From: GVTucker	Read Replies (1) of 21876

Techplayer, RE: The network buildout will continue to explode internationally over the next 5 years no matter what your doom and gloom predictions are. Those building the networks are cash rich and are not going to stop because interest rates go up or the market corrects. As a result, earnings and revenue growth will continue for those companies (CSCO, LU, NT) positioned appropriately. I have no reason to disagree with you. In fact, I would argue that a majority of the investors of this world agree with that point of view. Why, then, is it so hard to imagine that those 3 stocks have already discounted the scenario that you paint?

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