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Technology Stocks : Lucent Technologies (LU)
LU 2.515-1.6%3:59 PM EST

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To: Capitalist who wrote (1047)12/3/1997 1:48:00 AM
From: chirodoc  Read Replies (1) of 21876
 
<<<<Nokia AB

.........i don't own nokia, but i did at one time

...they are a great company--but don't forget that you have ericcson, motorola, qualcomm, sony, samsung etc. all selling phones and they are low margin.

.......ericcson has the most infrastructure from what i have heard.

.......but imho the best value is to load up on more lucent when it goes below 80. i bought this last round at 77-78 and want more--sorry.

......we should see bargains in 3com, ifmx, amat, etc. i will stay away from all chips except intel--the world leader (wait till merced hits!)

.......the ddrive makers are too rocky for my taste--but 3com may be below 30 and lucent in mid 70's--time to buy.

.......where they will be in 3 months no one knows--but we know where they will be in 3 years--much higher!
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