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Technology Stocks : LU: Long-term Prospects
LU 2.625+2.9%Dec 5 9:30 AM EST

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To: HairyWho? who wrote (52)5/5/1998 1:22:00 PM
From: RavBruce  Read Replies (1) of 82
 
I found the article highly informative.
It shows that technology alone is not enough to win
out in the long term. The ability to get the tech-
nology to customers and have them buy your product
is critical. This means the ability to change
structure, philosophy, etc. in enough time to
accomadate changes in the market place.
It seems we have a new Lucent: one that is not
afraid to buy technology it needs or change the
way it operates to better compete. These things
would have taken years to accomplish under AT&T.
This assures me that Lucent will be a great competitor
over the next few years and will outperform the market
even if this unsustainable stock advance slows in the
short run.
Taking as a given that I am holding my shares for the
long-term -- are any of you buying Lucent LEAPS now?
Or doing any shorter term hedging strategies?
Thanks,
Bruce
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