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

To: S. M. SAIFEE who wrote (15674)	8/4/2000 8:53:22 PM
From: KevRupert	Read Replies (1) \| Respond to of 21876

Research Reports: I have been carefully analyzing all of the recent research reports that I can get my hands on! For those that have a 1-year investing time span, Lucent is definately a screaming value buy right now. I am basing this on conservative research reports that account for the 1) enterprise business valuation, 2) the microelectronic business valuation, and 3) the NEW (in 1-year) Lucent business valuation. If a conservative investor looks at 1) the forward fundamentals, 2) the total value of the 3 businesses, and 3) the actions in place right now -- the conclusion is that Lucent offers an excellent one year return possibility (I anticipate holding for longer than 1-year, but for those with a shorter time frame in mind...) One of the biggest issues in my accounting/finance analysis is the hiring of the new CFO. She has proven to be very number & result conscience. I would strongly encourage investors (not LU bashers, or day traders!) to obtain professional research reports, and judge the numbers for yourself. The company is selling at a steep discount to the intrinsic value. When everything is said and done, keep all 3 stocks, or keep the stocks that fit your investing style. I personally plan to sell the enterprise stock. I will keep the other two stocks, and I continue to have confidence in management. I truly wonder how many LU bashers know the difference between circuit switching and the move to packet switching equipment. The implications on LU being behind the 8 ball are based on ignoring some of the outstanding facts. LU has obviously made mistakes, but LU was focused on circuit switching for strategic customer reasons. I also wonder if LU is the only company losing employees to start-ups. I challenge anyone (any LU basher or ex-LU employee to pick a plus $100 billion dollar telecom company - i.e., NT) to go head to head against my holding LU for one year. No trading - just one company against LU. Then we will judge the total return from today's closing prices. I will win. You will lose. Any takers? I LOVE LU advalorem@lucentpollyannaindrag.com