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: Anonymous who wrote (15320)	7/7/2000 5:59:24 PM
From: Clay Takaya	Read Replies (2) of 21876

Anon, I rang the register on my LU shares today for a small gain as I read another somewhat troubling brief by Soundview's Truc Do. In his note he said that he believed that LU was experiencing weakness in circuit switching lead by delays in the 7R/E which are allowing NT to make inroads into the ATT business. While he kept his buy rating, he expects the quarter to be "challenging." One of the problems with this stock is the cloud of negativity that seems to arise at key moments, possibly due to short-seller rumor mongering. It is difficult for a small investor to get enough good information to make an educated bet. Is this a well-run company or a complete mess? Is it losing market share or gaining? IMO, there are easier stocks to make money on although Mr. Fun could well turn out to be right on this one. Good luck all. Clay

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