Lucent Technologies (LU) Message Board

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Technology Stocks : Lucent Technologies (LU)

LU 2.490

-1.2%

12:59 PM EST

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To: Anonymous who wrote (21262)	5/12/2003 8:07:31 PM
From: David Hansen	Read Replies (2) of 21876

Anon, things are on the mend which is more than we could have said in the last 3 years+... I think the stock price reflects the dilution caused by buy back of debt... not that the buy back wasn't a good idea - this was a very wise move... how un-Lucent... OK OK we got to start thinking more optimistically about LU. There is still good value to be had here. LU is on track to turn profitable... NT's profitibility has given her 20% premium over LU. I don't think the sector has even thought about recovering yet but we are seeing improvement by the new efficiencies engineered into these companies. When the sectors do come back I think LU maybe better positioned than competing companies because many are predicting wide consolidation in the telco industry leading to fewer customers but larger survivors... This is LU's sweet spot.

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