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Strategies & Market Trends : Rande Is . . . HOME -- Ignore unavailable to you. Want to Upgrade?

To: carepedeum2000 who wrote (18156)	1/6/2000 8:12:00 PM
From: KM	Respond to of 57584

Leaps might be a way to go if one thought it were a temporary aberration. They should be mighty cheap tomorrow.

To: carepedeum2000 who wrote (18156)	1/6/2000 9:49:00 PM
From: American Spirit	Respond to of 57584

Ironically, the Lu mess will open techs much lower tomorrow then hit bottom and bring about the biggest bargain-hunting buy binge you've ever seen. Not great news, but scan the threads on Lu and see what everyone's planning, to pick up their favorite stocks at a discount. I'll do the same if I can. Bottomline, open tomorrow might be the best buy op of the season for major techs, esp. telcos, which are already an oversold group. Can't wait for next week.

To: carepedeum2000 who wrote (18156)	1/6/2000 11:43:00 PM
From: Proton	Read Replies (1) \| Respond to of 57584

Re: LU Sector Collateral: Rifle, Grenade, or Cobalt-Wrapped Thermonuclear? I believe Lucent's shortfall is due to poor product mix and execution failure. I'm not alone in this line of thought. Herb Greenberg wrote this on TheStreet.com tonight: ...at the core of the issue, my sources say, is that the company's profitable circuit-switching biz -- those big old central-office switching devices -- is slowing. And one plugged-in source says that, in the U.S., Lucent's next-generation networking equipment is losing market share to Nortel Networks. [empahsis added] What's more, as the negative analysts have been saying all along, Lucent's earnings growth was really never all it was cracked up to be. Much of it came from cutting bloated operating expenses inherited from AT&T.. P. p.s. I am long NT. p.s. Yes, I've seen the after-hours quotes on NT. Well, no one expects the Spanish Inquisition! :-O