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Technology Stocks : Lucent Technologies (LU)
LU 2.650+0.4%Dec 26 9:30 AM EST

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To: elmatador who wrote (19770)3/31/2002 10:29:24 AM
From: sylvester80  Read Replies (2) of 21876
 
Hey, you were the one who brought up the "super box" that is needed, not me. Or are you changing your mind now?

And BTW, just because the hardware vendors don't have visibility, it does not mean that the bottom is not this quarter or next, and second half we get a pick up. The same way back in 2000 nobody forecasted the slowdown but instead Nortel, CSCO, CIEN and others had orders going through the roof and reiterated that guidance only to slash it 3 weeks later, the same thing will happen at the bottom. You'll be hearing the opposite when all of a sudden... bang!. I say that bang happens in the second half. And if that is correct, now is the time to be getting in those stocks. 6 months ahead. We'll see.
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