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

To: Howard Feinstein who wrote (11173)	11/17/1999 11:27:00 AM
From: Techplayer	Respond to of 21876

Howard, LU is definitely on a run and people are happy about it. I am cautious going into December this year ( a traditionally strong period for LU) only because of y2k. In regards to the wow and other "irrationally exuberant" comments, I for one was speaking about a stock that Gary pointed out yesterday (CPIH) that went from 1-80 since monday. That is unbelievable. Good luck with LU, CSCO et al. Brian

To: Howard Feinstein who wrote (11173)	11/17/1999 11:32:00 AM
From: Mighty Mizzou	Read Replies (1) \| Respond to of 21876

Why Lucent is up almost 50% in a month: Because the CSCO market is a $13 billion piece of pie that Lucent could capture practically overnight. Lucent could EASILY steal 13 bil worth of yesterday's router technology marketshare, but how in the heck could CSCO possibly make the slightest dent in LU's portfolio? They cant even come up with a core ATM/IP switch much less anything optical that is worth a damn. 13 Billion! 13 Billion! 13 Billion! 13 Billion! 13 Billion! Now McGinn has turned his dog Bill O'Shea loose on the 'New World' blowhard. Bill O'Shea has CSCO in his cross hairs and his reward is a $13 billion dollar slice of pie, there for the taking. He has all the wheeling and dealing options at his disposal, no matter what it takes. Lucent has virtually NOTHING to lose in the enterprise and $13 billion to gain. And the best part is, it's just stupid ole routers that he has to deal with. CSCO has nothing in it's arsenal but routers. Sure reminds me of Cabletron! Once a king, about to become a dog begging for scraps. Woof! That is what the Fidelity Magellan MM is thinking, that is what Im thinking. Any credible arguments? GO LU!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!! (My hands are shaking as I type this.)