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


To: Clay Takaya who wrote (15430)7/20/2000 1:03:04 PM
From: eDollar.com  Respond to of 21876
 
>>
It proves that NT will be a fantastic short when any weakness appears in its optical busines<,

The question is if. Optics business is growing and lucent is loosing the battle and NT is winning the battle. I see LU going down unless they turn around.
This reminds me how COMS lost the battle to CSCO.



To: Clay Takaya who wrote (15430)7/20/2000 1:25:43 PM
From: telecomguy  Respond to of 21876
 
Well Clay that statement is true of ANY company that is doing well.

Why not also say CSCO will be a fantastic short when any weakness appears in the enterprise router business, MSFT will be a fantastic short when any weakness appears in the Windows operating system business, DELL will be a fantastic short when...........

Get the idea? You short IF you believe that the company is losing market share and losing in the field. Until that happens, why state such an obvious tautology? You might as well say, NT will be a great short when it's stock price starts to go down!

Even I could agree to that.....



To: Clay Takaya who wrote (15430)7/20/2000 2:11:30 PM
From: Techplayer  Respond to of 21876
 
Clay, I do not expect NT to falter, but I do believe that NT is overpriced. As I indicated a week or 2 ago, I felt that NT had 6-8 points to go. I converted from long to short on NT at 80 recently. tp