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

To: Techplayer who wrote (13407)	2/9/2000 7:31:00 AM
From: Zoltan!	Respond to of 21876

LU makes list of "Most Admired". pathfinder.com

To: Techplayer who wrote (13407)	2/9/2000 9:28:00 AM
From: James A. Venooker	Read Replies (2) \| Respond to of 21876

Brian, I agree AVNX would be a huge pill to swallow, however, I believe Wall Street would look extremely favorably on the deal. Remember the Cisco deal? Everyone laughed real loud, right? Now, I can't hear enough how it is the best stock in the f-in world, IMO, I think it is a piece of sh-t. I would take LU 10 to 1 over LU over a 5 year track record starting this week. LU has made some key acquisitions to make them the everything the everyone in the Communications/Internet business, except one, business to business, fiber optical...hence, AVNX. Would LU rather pay $300 a share for a company like SCMR, who has ties with Nortel, or would it go for a company it has already done some major deals with, and has many synergy's with? What do you think? Plus LU saves $100 a share! Jump on the bandwagon, pick up some AVNX while it is under $200, and either way you will enjoy the ride until LU picks them up, diluted or not. Again, my two bits. Best, Jamie