Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: Highway Jim who wrote (12483)	1/9/2000 10:05:00 AM
From: Techplayer	Read Replies (1) \| Respond to of 21876

JBb, I did not see the debate, though I have picked up excerpts from posts on a couple of threads. apparently, the argument was heated with Joe siding with the fact that LU is operating in the "sweet spot" of telecommunications growth while HG said that his shorting friends were predicting high 30's. I am not sure about what else was said, though it was in the LU camp from what I have gathered. Cramer put out his own crooked synopsis later, which can likely be found on the CSCO thread. The bottom line is that all LU shareholders have to determine if this is a DEC or CPQ versus an IBM. I personally see this as an IBM. DEC had great engineering but no clue otherwise, CPQ got fat, complacent and squeezed in a margin war. LU has tremendous assets and will turn this around.