Lucent Technologies (LU) Message Board

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Technology Stocks : Lucent Technologies (LU)

LU 2.500

-0.8%

Nov 28 9:30 AM EST

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To: MRE who started this subject	1/22/2003 10:55:27 AM
From: David Hansen	Read Replies (1) of 21876

Nice results today... Can't say I expected to see Q1 this strong. There's enough here to drive LU over $2 easily within the next few weeks. Strong outlook too which was equally unexpected. All this with revenues still down. Imagine what things will look like when the market turns. I've been burned by LU but in this segment there is no safe play. I'm not going to go through the pain without being on board for the turn-around... If Q2 remains on track, I would think that by this time next quarter, LU will no longer be priced for bankruptcy... The pressure is now on NT to deliver. Strong results from NT will only help LU and it applies vice versa... Telecom vendors turning around before the industry? That would worry me if I didn't understand how LU/NT have had to retool and build down to present demand. This will allow these vendors to be very profitable when the market comes back. I would much rather be holding a NT/LU versus a Ciena, Sycamore or Sonus at this time... any market turnaround will be modest and there won't be enough left-overs for the 2nd-string vendors... JMHO

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