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

To: Techplayer who wrote (14485)	4/21/2000 10:42:00 AM
From: Kenneth E. Phillipps	Read Replies (1) \| Respond to of 21876

TechPlayer, Do you remember this post from last November? MSDW recommended switching out of Nortel at 80 and into Lucent at 75. Nice advice eh? To: Mighty Mizzou who wrote (11417) From: Bindusagar Reddy Tuesday, Nov 30, 1999 11:25 AM ET Reply # of 14485 LU favored over NT. 11:04am EST 30-Nov-99 Morgan Stanley\DW MORGAN ENE HLTH CMS NT LU ADI C CLX RMB NEW YORK MORNING MEETING SUMMARY/P1 TECHNOLOGY: TELECOMMUNICATIONS & WIRELESS EQUIPMENT Alkesh Shah/(212) 761-6554 We Favor Lucent Over Nortel - Optical networking start-ups are doing extremely well, Alkesh said He also commented on Nortel Networks' problems in supplying ITC DeltaCom (see separate item below). - Nortel (NT, $80, Outperform, target $85) is capacity-constrained, he said This should benefit Lucent Technologies (LU, $75.69, Strong Buy, target $85), Alkesh believes. - To play this, he would switch out of Nortel and into Lucent