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

To: Bill who wrote (13041)	1/26/2000 7:39:00 PM
From: Techplayer	Read Replies (1) \| Respond to of 21876

Bill, I wish you the best in NT. Intermediate future growth is already priced in at this point. With NT already at 60X 2001 earnings estimates, it is no bargain. Analysts calling for 80-90X are just being foolish with other people's money. Lu will do just fine, especially since NT can't deliver on many orders for a few months due to backlog. In my opinion, NT should have done far more that .43 if the optical equipment growth was so extraordinary. I am happy for you (and my miniscule 500 shares...at least until the end of the day). My optical plays have been JDSU (until I sold at 250, pre split...oops), ORTL and for a month, optx. They are a more pure, faster growing, risk averse way to play optical networking. NT has competition sitting in the wings. My NT shares are hitting the street at 100. On to the next one, as they say. Good luck, Brian