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

To: Georgeb who wrote (15853)	8/27/2000 9:36:25 PM
From: KevRupert	Read Replies (2) \| Respond to of 21876

Hi Georgeb, I always appreciate your comments. My recollection, of the reports, is that the ME unit is valued at approximately $30-$40 per share (based upon a significant discount of current optic companies like JDSU). The remaining LU company will be growing at approximately 22%-28% (an assumed valuation of approximately $40). I believe the ME unit is growing at a 40%-60% rate. The figures are based on conservative figures and assumptions by the authors. I am confident that LU has given low EPS numbers for the next 2 quarters. (I realize that many investors feel this is pure stupidity -- but it's what I feel after studying the situation -- that's what makes a market, a buyer and a seller with different opinions). I feel that the stock @ $41 will have a cumulative value (of the 3 stocks) of $78-$90 a year from now. I haven't done the indepth individual analysis that you have. I appreciate your insights and calculations. Thank you for your efforts. ad