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Strategies & Market Trends : Rande Is . . . HOME -- Ignore unavailable to you. Want to Upgrade?

To: marlinman who wrote (20157)	2/8/2000 8:13:00 PM
From: Rande Is	Read Replies (4) \| Respond to of 57584

I wouldn't put too much faith in what the anal-ysts are saying about LU. They would like us to believe that the company is in turmoil. Now it is true that there has been some restructuring. . .and they have been blowing out their "old" technology. . . .but I think you have to ask yourself why. . . .I think that Lucent is gearing up for some fantastic "all-optical" products that will turn the industry on its ears. . .and there are a number of old guard players at Lucent that have become dead weight. I believe this company will soon sort out its problems and make certain that the factories can handle the demand for future products. . . . . Remember LPTHA's news yesterday? The CEO went to Japan to sign a deal where the factory there is spending 5 mil to tool up to accommodate the coming demand for LPTHA's products. Are these affiliated with Lucent? I don't know. . .but it shows that such problems can be solved fairly easily. Hey, leave LU for dead?. . . no problem. I'll be buying it up in the 40's for super long-term. . Rande Is