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Technology Stocks : Lucent Technologies (LU)

LU 2.575

-2.1%

Jan 20 3:59 PM EST

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To: Haim R. Branisteanu who wrote (4718)	10/19/1998 5:17:00 AM
From: Ridi J	Read Replies (1) of 21876

> Why posting on LU tread? I do not think that the telecom manufacturers in general enjoy the sales growth many belive.(16% to 20%) Lucky for us, LU is not a "telecom manufacturer in general..." If anything, recent numbers suggest the telecom sector is not a vast, infinite pool of riches, but a very large pig for the powerful and nimble to stick. And there's plenty of pork for the winners. NT and LU are not the same company, although many analysts have and continue to lump them together. NT is partially government owned. IMO this effectively removes their capitalist free market edge. LU continues to enjoy a healthy backlog of orders to carry them right through the current gyrations, and again, LU does NOT have the international exposure of other telecoms. This is a double plus for LU, as they have a low exposure to current problems, and have worldwide growth potential. Earning are due this week... come on .45

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