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

To: mauser96 who wrote (11764)	12/19/1999 7:15:00 PM
From: Mr.Fun	Read Replies (1) \| Respond to of 21876

Anyone who wants in to NT is in or getting in now, word is the 4th quarter is strong. I expect NT to drop after earnings, even if it has a good quarter. It needs to beat consensus by more than a nickel to get any move up the day after. Whether and how much it moves up thereafter depends on whether the company validates market expectations that overall top-line growth can exceed 25% in 2000 despite previous guidance of 20-21% growth. In that case, consensus numbers will rise to about $1.40 and the stock will continue to appreciate. I'm getting lots of conflicting info on the stock vis a vis 2000 right now, and I'm not exactly sure whether the optimistic scenario is plausible or not. I admit to being a little squeamish - we had been heavily overweight both NT and LU, but took our NT down to a slight overweight position recently and may go to market weight or even below as we approach the quarter.