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


To: Georgeb who wrote (15329)7/8/2000 11:04:01 AM
From: Clay Takaya  Read Replies (1) | Respond to of 21876
 
Georgeb,

I think you have the impression that I am saying that bad news is in the offing. That is not true. I am trying to help out here by posting the important points of what is being written by the all-important analysts. Furthermore, I am saying that the PR cards are stacked against LU and that it is easy for someone who needs this stock down to spook people. If I had the resources of a Mr. Fun, I would spend weeks looking under the hood forming a more educated opinion. Lacking these resources, I must admit that I am confused enough by the conflicting reports I read to stay clear of this one.

One thing I really believe, however, is that the circuit switching business is the soft-underbelly of LU and it may be that NT is going to hammer at this. Perhaps LU can spin this off too. <g>

Clay