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Technology Stocks : Lucent Technologies (LU)
LU 2.520-1.4%Nov 26 3:59 PM EST

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To: MulhollandDrive who wrote (1095)12/5/1997 10:12:00 PM
From: chirodoc  Read Replies (1) of 21876
 
<<<<<<I own both LU and CSCO. I have had confidence in both holdings, however, I agree with you that if LU gets ASND, the stock will take a hit.

......i agree. but internet telephony is going to grow rapidly--i think that cisco (my largest holding) and lucent will be very big players--maybe ericsson also.

......so who do you buy for this sector? vocaltel may be too risky.

......i am buying lu under 78 and will hold it for a few years--short term it may go down--but long term i think you will make a lot of money in this stock--cisco and lucent have separate strengths but will converge in this area--cisco will not take over lucents teleco strength and ascend could give lucent access to wide area networking.

.......i ain't sellin'--but will buy more if it drops
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