Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: Mr.Fun who wrote (14099)	3/22/2000 4:40:00 PM
From: Jeff Jordan	Respond to of 21876

Mr Fun....good post! You are right on! I did bring some of this up in our 15min conversation.... >>>1. Tolly is slamming the LU spin-off NewCo, not LU. The spin off will have very little value to LU shareholders, the key is forward going LU which is not addressed by Tolly. 2. Every quarter for two years there has been a LU pre-release rumor. Once it was true, seven times it was patently false. This time, because it comes after a miss, the street is giving it alot more creedence than it deserves. Everyone is nervous. 3. One large hedge fund sold a big position it had established in the low 50s to lock in the gain. This snowballed the negative momentum on institutional trading desks. 4. This rumor came from a trading desk not from an analyst. it is either a wild ass guess based on technical analysis or a deliberate plant by a short. <<<

To: Mr.Fun who wrote (14099)	3/22/2000 5:07:00 PM
From: Mighty Mizzou	Read Replies (2) \| Respond to of 21876

Have you morphed into some strange combination of Finder and Doltan? Thanks MF. Appreciate it. All I asked from you is if you knew how the P330 series is being accepted. And I simply wanted to make a statement of how bad LU's visibility is, just like ASND before Ashby. EXACTLY to a T! I think I am justified in that remark without being equated with Doltman! Especially considering the overweighted position I have in LU, and not selling one share this quarter. Thanks again, pal. BTW, I took this as a slam against the old LU from Tolly: At a time when the lines between LAN and WAN are blurring, when campus networks will become more tightly linked to WAN services as the application service provider market surges, Lucent chose to split the companies at the LAN-WAN boundary. Ouch.