Lucent Technologies (LU) Message Board

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Technology Stocks : Lucent Technologies (LU)

LU 2.650

-2.9%

Nov 14 9:30 AM EST

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To: Techplayer who wrote (15250)	6/29/2000 10:21:00 AM
From: telecomguy	Read Replies (3) of 21876

"Let's see how this quarter and next quarter do before passing judgement" TP, it's 20-20 to wait for the next quarterlies AND THEN make a judgement. Anyone can do that. The trick is to anticipate and UNDERSTAND what is happening in the FIELD before the numbers are tabulated. If you need to see the quarterlies before declaring LU is in trouble, then you clearly are not an astute investor. The market is usually rational and there are lots of reasons why LU and NT's valuations have gone the opposite way -- in fact it's very probable that the market (analysts) have not quite factored in the shift in market share from LU to NT as it's happening in real-time, NOW. LU as I said is not going to dissappear obviously -- but NT will easily outperform based on the foundation moves they have made in the past year in the key growth sector within networking -- Optics and Wireless. I am not sure why this is so hard to understand!!!

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