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

To: Mr.Fun who wrote (10362)	10/19/1999 9:34:00 PM
From: Cooters	Respond to of 21876

Mr.Fun, Thanks for the great posts. I am primarily interested in LU's Wireless Infra business going into the 3G transition/deployment, although I have to own the whole company to have a stake in that part of the business. Any comments in that area? Cooters

To: Mr.Fun who wrote (10362)	10/19/1999 10:00:00 PM
From: hitesh puri	Respond to of 21876

Appreciate the response and hope you will continue to remain the respected contributor that you are on this informative thread. -Hitesh

To: Mr.Fun who wrote (10362)	10/20/1999 12:20:00 AM
From: Techplayer	Read Replies (1) \| Respond to of 21876

Mr. Fun, you made Marketwatch... All Aboard On the message boards: LU-sing ground Also: Foundry buzz By Shawn Langlois, CBS MarketWatch Last Update: 7:13 PM ET Oct 18, 1999 NewsWatch Join the discussion The stock market slaughter persisted on Monday. Sure, the Dow closed in positive territory, but the NASDAQ continued right where it left off last week -- down ... way down. Victims littered the market, but some stocks have felt the recent pullback more than others. Lucent Technologies (LU: news, msgs) swooned for the fifth consecutive trading session, and investors on the message boards have seen enough. DJohnson pointed to the bottom line on Raging Bull: "LU has heavy debt. In these times of interest rate hike concerns, debt is not good. Stay away from LU until either 1) interest rates fall (unlikely) or 2) LU rids a lot of its debt (also unlikely) ... LU will continue to tank. Buy companies in today's market which have next to no debt and you'll be OK." Just stuff your pillow, advised Ed on Silicon Investor: "If you believe the Internet business will explode in the next 10 years, and companies like LU will benefit most from this industrial trend, well, just hold these stocks for the next 10 years, and you will not regret it. Forget those analysts, turn off CNBC, and hold your stocks tight , no matter what , do not sell. If you want to win, you have to be in the party." Today on CBS MarketWatch Bonds dampen relief rally Net stocks unleashed by inflation data Microsoft tops Street targets Greenspan calls for diverse capital markets IPOs: Martha Stewart, WWF enter the arena More top stories... CBS MarketWatch Columns Updated: 10/19/99 5:45:20 PM ET JNaughton had enough "time to buy" talk : "Sheesh - Mondays. Are we a value stock yet? I don't need no more stinkin' buying opportunities! Still waiting for the earnings runup!" Speaking of earnings, Mr. Fun forecasted some good news: "The bears are piling on, but it is a huge mistake. This quarter will be strong. The analysts on LU are a bit like the blind men and the elephant. Everyone, hang in there, it's always darkest before the dawn. Dawn comes about 7:00AM on October 26." Can it get much darker for LU shareholders? The stock is down nearly 30 percent from its high. Hopefully, next week's earnings report will paint a rosier picture of this troubled telecom equipment giant.

To: Mr.Fun who wrote (10362)	10/20/1999 8:24:00 AM
From: GVTucker	Read Replies (1) \| Respond to of 21876

Mr. Fun, RE: Hedge Funds and rumors There are indeed some hedge funds that spread silly rumors such as the factoring/pension fund drivel that is thrown around. However, these people are small time, and do not carry close to a major short position in LU. No one of importance on the buy and sell side believes them, and opinions like that are irrelevant. The major shorts in LU are for the most part highly knowledgeable in this business. They are focused on the balance sheet issues and the cash flow at LU. They do not engage in rumor mongering in order to make money, they depend on solid fundamental analysis to make money. This does not mean they're always right. Indeed, such highly shorted stocks such as AOL or AMZN come to mind. But it does mean that their opinion should be listened to and given strong consideration.