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Technology Stocks : Lucent Technologies (LU) -- Ignore unavailable to you. Want to Upgrade?

To: Mighty Mizzou who wrote (9821)	10/4/1999 7:57:00 PM
From: Techplayer	Read Replies (1) \| Respond to of 21876

Mm, tomorrow is judgement day. Any bets either way? brian

To: Mighty Mizzou who wrote (9821)	10/5/1999 11:28:00 AM
From: hitesh puri	Read Replies (2) \| Respond to of 21876

I can understand the weakness of LU (its underperformance is so darn obvious. Even 3Com has moved higher) this past quarter due their ultra-conservative CC regarding the next 3-6 months (Y2K, revenue smoothing etc.) but if after this CC if the stock does not move then we have to face the reality that Lucent is having a tough time transitioning from a phone equipment maker to a data/communications powerhouse. They may have eaten too much and have digestion problems. WS does not like sick heroes. -Hitesh