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

To: Techplayer who wrote (13129)	1/31/2000 5:38:00 PM
From: Lone Star	Read Replies (1) \| Respond to of 21876

Ah, sanity. Love this board- I also bought about $100K worth of LU for the long haul. You may hate to hear this, but the misstep allowed me in cheap, but I also believe their may be another silver lining. I'm pretty sure the last few weeks have not been pleasurable for McGinn and top mgmt. Last quarter was a punch in the mouth, and a good team needs that sometimes, a wake-up call ( sorry about the Superbowl-week cliches). I think they'll respond well. OT- I also recently bought 4K shares of Paradyne(PDYN), a Lu offshoot. Seem to hold quite a few DSL patents, Anyone have any views on them? Thanks in advance if so. Speaking of patents, An IP lawyer friend of mine believes Lu has a goldmine of enforcible patents in many areas themselves, and believes they will at some juncture go after royalties or mutually beneficial arrangements, ala Texas Instruments.

To: Techplayer who wrote (13129)	1/31/2000 6:27:00 PM
From: Kenneth E. Phillipps	Respond to of 21876

Brian, here is the link to the Business Week article hyping ONI and Corvis. businessweek.com

To: Techplayer who wrote (13129)	2/1/2000 9:38:00 AM
From: telecomguy	Read Replies (2) \| Respond to of 21876

Okay, you guys are right......perhaps it is too harsh to judge McGinn & Co. on one bad quarter and being a long-term value investor, it would be prudent to wait one or two more quarters to see what's really happening at LU. It just seemed (and still does) unbelievable that a major Telco vendor could completely miss a huge paradigm shift in networking technology by a such a margin -- especially with the R&D & the revered Bell Labs at their disposal.