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

To: The Phoenix who wrote (12853)	1/20/2000 8:22:00 PM
From: Techplayer	Read Replies (1) \| Respond to of 21876

Gary, I do not know the answer regarding HOw the revenue and inventories are recognized. the pension numbers were announced separately. Th network that I mentioned to you yesterday is real. Brian

To: The Phoenix who wrote (12853)	1/21/2000 11:40:00 AM
From: The Philosopher	Read Replies (1) \| Respond to of 21876

Newbie here on LU thread -- I'm sure you guys are tired of discussing the drop, but could somebody summarize for me briefly the thoughts here? Is the bump-in-the-road theory credible, or is this a reflection of longer range, deeper problems? I was looking at LU before the drop, liked its prospects but the price seemed a bit steep even for a tech. Now I'm very tempted, but would appreciate comments first so I'm not buying into a company when there are serious long range concerns I'm not seeing. BTW, I'm a long-term investor with a 5-year horizon, basically buy and hold, so I don't care if it is flat or drifts down a bit more in the next few months as long as its long term prospects are good. I would probably buy in on a dollar cost average basis anyhow. Thanks for any comments.