Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: Mighty Mizzou who wrote (15791)	8/17/2000 5:47:48 PM
From: Mr.Fun	Read Replies (4) \| Respond to of 21876

Mighty, I've been on a much needed vacation for the last 10 days, but can't get away without checking the market action. Incremental word from sell siders on LU has been positive. There are alot of hedge funds and value guys going long now as far as I can tell. Internal contacts say Debbie is really stirring things up - look for a lot of not so voluntary separations in middle management. I expect 4Q in line with guidance with incremental optimistic forward comments followed by a very bullish analyst meeting in November. Absent Saudi, wireless is having a great year as is data networking. Margins in optical will suck for at least 6 months. We lightened up on LU right after the quarter and saved some pain. NOK is the stock that really hurt, but I'm still very bullish there. NT has been a real saviour. We're down against our benchmark since July 1, but not that bad.