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

To: Monty Lenard who wrote (13787)	3/4/2000 12:07:00 PM
From: Ibexx	Read Replies (1) \| Respond to of 21876

This deal, although $100 MM in size, has great symbolic values. The bean counter's approach would not apply to "new economy" equities/companies. Ibexx

To: Monty Lenard who wrote (13787)	3/4/2000 12:16:00 PM
From: Techplayer	Read Replies (1) \| Respond to of 21876

Monty, Perhaps, but a deal is a deal. I am personally bullish that LU is dumping the 4% growth portion of the company and what can be largely considered 34000 employees of dead weight. I do agree with you that a revisit to the low 60's is entirely possible, but I am selling, not shorting at this point. China is so damned big that CSCO, NT, QCOM, LU and others will have plenty to make over there. CSCO announced a deal over there recently as well. (It was also published......) Good luck, Brian