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Technology Stocks : Lucent Technologies (LU)

LU 2.725

-0.2%

12:08 PM EST

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To: Jeff Jordan who wrote (21458)	1/15/2004 12:56:25 PM
From: David Hansen	Read Replies (1) of 21876

Jeff, But looking for opportunity from a stock that had been still priced for bankruptcy - I don't think the finer details matter for the short term. There's no doubt Lucent management of the past had screwed up without ever owning up to it. Mixed in with the old faces is some new blood - I say there is some hope here for a healthier, profitable Lucent in the future. There certainly has been a great deal of work put into streamlining the business. In the next couple quarters we get to see if the present Lucent management has picked the right products and technologies for 2004 and beyond. I think LU is a clear early 3G/1xEVDO winner. Looks like the access business (old Ascend) is healthy with new and leading ADSL2+ products... I still see Yurie's Packet Star (Lucent's PSAX) everywhere... Metro optical with DMX products are in a good fight with Cisco's Cerent offering. Verizon standardized on DMX... Good news... <Lot's of bad news behind us...> We may see $6 in this baby by February... If so - I think I'll take some profits and sit out awhile...

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