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

To: Mighty Mizzou who wrote (14706)	5/12/2000 11:24:00 PM
From: Mr.Fun	Read Replies (1) \| Respond to of 21876

Jeez MM, can't a guy go away for 10 days without getting slapped around on this board? We started buying when we did because you don't just up and buy a couple million shares in one trade. Even with the NT we have bought, and we've been buying since earnings, we're still a little underweight. I don't think the BCE distribution is having much effect - one of the reasons we bought when we did is because there were a bunch of big funds waiting for the distribution thinking they could buy fast and cheap. The sentiment on NT is very strong. The other reason we are buying NT right now is that I think they have another quarter or two before the difficult compares really kick in. Look, overall spending by carriers is way higher than people expected, and optical is a huge part of that, and NT will sell all the 10G optical they can make this year. Now, don't get me wrong, I have not jumped on the telecomguy "John Roth is God" bandwagon - despite obvious strength in optical, NT has dropped the ball in many other areas. Nonetheless, it should be a good stock this year. Of course my biggest networking holdings are NOK and LU in that order.