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

To: Mr.Fun who wrote (10783)	10/28/1999 4:45:00 PM
From: GVTucker	Read Replies (1) \| Respond to of 21876

Mr. Fun , RE: (no intention to slight through over formality, I just don't know your preferred salutation) GV, Tucker, Mr. Tucker, GVTucker, whatever, I don't really worry about names. But thanks for asking. BTW while I understand my comments come off as cheerleading to some, they are my fundamental viewpoints. On the contrary, I enjoy that debate, and you keep it on a consistently high ground, which keeps the debate going, as opposed to others who take opinions personally. I have no problem with you stance at all.

To: Mr.Fun who wrote (10783)	10/28/1999 9:47:00 PM
From: Apollo	Respond to of 21876

I think Lu is the best opportunity on the tech board. Mr. Fun...thank you for your analysis and willingness to expend your time keeping us informed of your perspectives. All of us here appreciate your efforts. Given its role in optoelectronics, its blessing by George Gilder, and its smaller size with apparent great growth opportunities, what is your take on JDSU? Why isn't that the best opportunity in tech telecommunications? It seems to be a dominant supplier of parts to the telecom/data industry giants. Thanks in advance, Stan

To: Mr.Fun who wrote (10783)	11/5/1999 7:32:00 AM
From: Martin Rasch	Read Replies (2) \| Respond to of 21876

Hi Mr. Fun I appreciate the sharing of your technical insight very much - thanks a lot! As an advocate of the Gorilla Game investment theory I am especially interested in CSCO and its relation to LU (which made me some nice profits since my re-entry @ 56.5) I still wonder why the street valuates these two companies so differently (PE wise). Can you brake up the business of them into pieces and compare their strength, weakness and prospective growth within these pieces? Or even better, let us know where we can find such information to do our homework by ourselves? Eom MR