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

To: TigerPaw who wrote (12329)	1/7/2000 1:22:00 PM
From: Chuzzlewit	Read Replies (1) \| Respond to of 21876

TigerPaw, Interestingly enough, traditional companies that embrace the digital age may end up being the among the biggest winners of all. For example, Dell (which I do not consider a tech company because it spends a minuscule amount on R&D) embraced the ideas of the digital age by using those technologies (hardware and software) to keep inventories at very low levels and to provide dedicated web-pages for every major customer. Companies like Barnes and Noble are leveraging their brick and mortar presence with the internet. So I think that there is a tendency to undervalue some companies utilizing the technology. At the same time, I think that too many investors become so enamored of the providers of the technology that they overvalue those companies (I'm thinking of companies like CSCO and QCOM). I think that growth at any price is a losing proposition in the long run. But as GVTucker pointed out, you can make a lot of money in the short run if you are nimble enough. TTFN, CTC