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

To: Kenneth E. Phillipps who wrote (15283)	7/3/2000 2:21:42 PM
From: Techplayer	Read Replies (2) \| Respond to of 21876

Ken, it is the leader in optical netwotrking and is being run up like JDSU, SDLI and Ciena (the best of all investments over any time period recently in the sector.) as well as other leaders like BRCM, JNPR, CREE, AVNX and RBAK. When value matters again, they will all fall the hardest (since the internets are not going to run up nearly as high, though I see a few getting a bit frothy again). There will be another slaughtering imo. I am long a few right now, short SONS and RBAK, going short the others at earnings. I plan to use AMCC as a test rat this week. Earnings are on the 12th. Today was a great day for my SONS.... tp