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Strategies & Market Trends : Rande Is . . . HOME -- Ignore unavailable to you. Want to Upgrade?

To: Wes Stevens who wrote (34836)	9/14/2000 8:00:45 AM
From: American Spirit	Read Replies (1) \| Respond to of 57584

LU has lost ground to NT but otherwise remains the top fibre cable company in the world. I was impressed recently in Chiacgo O'Hare airport to see crates of Lucent cable stakced to the ceilings as they redo their wiring. They are dominant in so many areas but the big picture gets lost somehow. They certainly need to clarify their picture and give the street the information it needs to value the company correctly. You know they have more valuable high-tech patents than any other company. All that value must be unlocked, revealed and then marketed. LU was previously growing at 30-40%. They slid off-track but can get back to high-growth with the right execution. I know this sounds vague but when you study all the details you'll see the humongous value there.