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

To: Bindusagar Reddy who wrote (10518)	10/22/1999 11:07:00 AM
From: Techplayer	Respond to of 21876

BR, Good question. I asked the same thing the other day...Brian

To: Bindusagar Reddy who wrote (10518)	10/22/1999 11:42:00 AM
From: hitesh puri	Read Replies (1) \| Respond to of 21876

NT and LU are neck to neck after NT was half of LU last year. What a great run for NT. Goes to show that on Wall Street if you give a reason for the shorts to get attracted to you your stock gets killed. Lucent's PR is acting like Ascends. Jeez, I thought we had gone over that hump. Apparently not. The Acquirer suffers the same malaise of the Acquired in terms of FUD. -Hitesh

To: Bindusagar Reddy who wrote (10518)	10/22/1999 1:04:00 PM
From: Anonymous	Read Replies (1) \| Respond to of 21876

"How come people are not comparing LU DSOs to NT, ALA, ERICY in the same industry. NT has DSO of 118 vs LU 96 improving. ALA has DSO 150, ERICY 180" I would say they just don't want to make that comparison. They want to keep those facts and figures subdued. I believe there is a movement at the moment to drive down LU and then later take it up again, but not at the moment. When that moment will be I have no idea. I'm sitting here afraid that on Tuesday, when the company beats the Street, there will be a sell on the news again. There is just a lot of sentiment out there that is against the company. Don't ask me why. Look how they pounded on AT&T and beat it down. Maybe it is just that the younger analysts just don't like the stoggy old management styles that these companies have (their perception, not mine). It seems that the market likes anything "new" rather than anything "old." Even GE can't get its stock moving any faster than it has been moving for the last four or five years, although that stock doesn't suffer from much volatility. I for one can't figure out what the heck is going on. It is more like a big gamble than anything else these days, at least since about the end of 1996 on. Right now, my entire portfolio, including everything I have in the stock market regardless of how, whether it be individual stocks or mutual funds is up 15.93% as of yesterday. However, when I compare things to what it was on July 16, I'm down 20.53% from that high. I was going great guns with that run-up with LUCENT back then and the DOW (Divert Our Wealth) was also running up to that point. Then the slide that has taken some of my stuff down below what it was when I started the year. From a percentage aspect, my two best performers as of yesterday were Vanguard's PRIMECAP (+17.25%) and Bell Atlantic (+19.68).