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Technology Stocks : Lucent Technologies (LU)
LU 2.500-0.8%Nov 28 9:30 AM EST
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To: pat mudge who wrote (4665)10/13/1998 10:57:00 PM
From: Typhoon  Read Replies (1) of 21876
 
Hey Pat- Are you an owner of Lucent? I like the stock and am a little perplexed by its getting hammered, particularly in light of
its Goldman Sachs conference guidance. I just came back from the BTAB tech conference , where I met you, back in amati days. The concensus
concensus there was the market is overreacting. The only intelligent
negative was the idea with all the rboc mergers and mciwcom
that consolidation is causing a pause while the choice of architectures gets figured out. I liked COOL and Nokia and EMC
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