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

To: Tony Wang who wrote (11981)	1/2/2000 10:26:00 AM
From: Techplayer	Read Replies (1) \| Respond to of 21876

Tony, Here is a problem that I see. LU has been held down because of concerns over the first quarter revenues, which were essentially foretold by McGinn in the last conference call. If in the next CC we hear guidance ABOVE analyst expectations, there will be some buying. The trouble with this is that the markets just jumped tremendously with LU being left behind. I would be surprised if we do not see a correction in the next six weeks do to comments or action by the feds, which will certainly temper the upside for LU. I will actually expect LU to drop in that scenario (along with everything else). We all know that LU is drastically undervalued when compared to NT and CSCO, but unless LU sheds light on the next 3 quarters as a whole, we are going nowhere. All imo. Brian