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

To: abbigail who wrote (12303)	1/7/2000 8:50:00 AM
From: GVTucker	Respond to of 21876

abbigail, RE: Is McGinn lying when he said LU is taking market share?. The truth can sufficiently be twisted to justify what McGinn said...twisted a little too much for my comfort.

To: abbigail who wrote (12303)	1/7/2000 9:16:00 AM
From: Diamond Jim	Respond to of 21876

re: "Is McGinn lying when he said LU is taking market share?" Well Abbigail, something doesn't add correctly. Demand is very strong, Nortel, CSCO, JDSU, doing fine, LU mgt didn't execute but yet is taking mkt share (but misses the qtr huge) and this same mgt is going to blow away estimates in the 2nd half of the year? BODs has got to be watching this situation very closely. I mean the qtr is over and McGinn just figured out that they were going to miss, nice heads up. jim