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

To: Mighty Mizzou who wrote (14550)	4/26/2000 9:07:00 PM
From: Kenneth E. Phillipps	Read Replies (2) \| Respond to of 21876

BTW, loved how Roth dodged the LU penteration question on CNBC this morning. What a Wuss! MM, I missed the first part of the interview so I didn't hear the question about LU penetration. Did it refer to fiber optics? I did hear him asked how long this type of growth (30% to 35%) would continue and he said 1&1/2 to 2 years. What was your reaction to that statement?

To: Mighty Mizzou who wrote (14550)	4/27/2000 11:18:00 AM
From: telecomguy	Read Replies (2) \| Respond to of 21876

Hey MM, why are you so in love with LU when there are compelling evidence that it is mismanaged and losing battles on many fronts in the field? Remember, the larger they are, the bigger the fall. Also, the larger they are, the more difficult it is to turn it around. Just ask the captain of the Titanic if he is still alive...... LU is at best a defensive stock to own right now and if that's what you want, then I understand.