Lucent Technologies (LU) Message Board

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Technology Stocks : Lucent Technologies (LU)

LU 2.580

-1.0%

3:59 PM EST

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To: sylvester80 who wrote (20624)	8/1/2002 11:03:19 AM
From: telecomguy	Read Replies (1) of 21876

Let's look at this systematically here.....assuming that Telecom market WILL recover (obviously with lot fewer & larger Carriers as consolidation is inevitable), what THREE basket of equipment vendor is most likely to survive and pull off a tripler or quadruple bagger in the next year or two? My guess is that if i buy NT, LU, ERICY, (say 10,000 shares of each), at leats ONE of them is bound to survive? Sure ALA is still around and Nokia will do OK but there is no way NT, LU, and ERICY will ALL GO OUT OF BUSINESS?? So even if two out of the 3 go bankrupt (and chances are more likely that only ONE out of the three will go out of business ultimately), if I hold the one remaining survivor, i would more than make up for the 100% loss of capital in the other two vendors?? Any other suggestions? Itching to get back into the vendors as the prices are getting ridiculously low.....ERICY is especially an interesting opportunity as they have not diluted their shares as much as NT i believe...and they still have the dominant share of GSM market which is bound to start spending money for G3 at some point in the future if the mobile operators don't all go out of business.

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