Lucent Technologies (LU) Message Board

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Technology Stocks : Lucent Technologies (LU)

LU 2.665

+1.3%

12:22 PM EST

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To: telecomguy who wrote (20582)	7/24/2002 7:29:19 AM
From: matt gray	Read Replies (2) of 21876

I agree with your sequence of events thinking....service then equipment. the problem with buying ILECs here is that the market is so irrational, might wake up with a big drop. VZ at $30, BLS @ $23, SBC@21. Could these be penny stocks ala Q? Forget about the IXCs....too much risk to buy T and FON with LD being opened to the ILECs. Bought some Q since they are an ILEC and have already been slaughtered. S&P stated last week that their assets were 2x their liabilities. Also if buffet is buying LVLT, Q looks better because of their long haul fiber assets. Trying to buy the big name telecom companies with long historys for cheap. Q, LU , NT that type of thing. Anyone else to add to the list other than cable and wireless?

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