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Technology Stocks : Lucent Technologies (LU)

LU 2.415

+1.9%

Nov 21 9:30 AM EST

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To: Capitalist who wrote (1127)	12/11/1997 9:46:00 PM
From: qdog	Read Replies (1) of 21876

Of course Asia is a problem. Companies that have a high exposure are at risk, as Oracle showed. More troubling than Asia is the dollar gaining strength, which I view negatively. Makes our exports more expensive. As to LU, it's still a premier technology company. They are expanding there R&D arm to the west coast and now Japan. That impress's me in many ways. What it tells me that they are agressive in the ever changing nature of technology. Their product is being design with that change in mind. Today's announcement with Westel is positive and show's that flexibility. I'm very high on xDSL rolling out next year. All the world switch makers are in lockstep in this regard. Maximize the capability of the existing copper. LU is taking it further in the software side. Albeit LU is in Asia; it's not there biggest fish. Also, most infrastucture projects will continue for the time being. I was somewhat perplex lst week by this market and it's response to the Asia crisis by pulling back up to the high's. I thought and still do that it was way to fast of a recovery in prices. I also was surprise that a test of the low wasn't approached. MAybe it will be now.

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