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

To: Bill who wrote (16704)	10/11/2000 12:05:58 PM
From: The Phoenix	Read Replies (1) \| Respond to of 21876

I agree 100%...... THAT is the answer but the analysts seem to think it's a market wide issue.... it's not. There are two significant changes going on. PC's are yesterday's news. Shift from old world circuit switches to new world IP on Optics INTC, DELL, AAPL, and to some degree MOT are getting hit by the move from PC's to mission specific appliances. LU missed the transition from old world to new world. Instead of looking at the issues as sector or company specific the analysts have taken the broad view that the entire tech sector is dead or stagnant. They couldn't be more wrong and the fact that they're missing this point tends to make me believe that few analysts know what they're talking about. Talk about taking things at face value.... In the meantime their jawboning and downgrading is taking everyone down with them.... perhaps THIS is the plan ;)