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: jack bittner who wrote (17657)	2/15/2001 8:06:56 AM
From: Bosco	Read Replies (1) \| Respond to of 21876

Hi jack - I agree with you again. Too many times I ve committed the fallacy of buying on price. Mgt is probably an important ingredient. That said, I think the drop, especially if it breaches 8 or 9 on the downside, will give an excuse for the deep value activists, like the Mutual Series gang, to spring into action! I actually think Agere will have some problems now, with JDSU merged with SDLI and NT getting the Zurich sub. Another way to wait to see how the financial situation plays out. If LU starts tapping the credit line, more gain to come. These all are the potential proverbial the-other-shoe. The silver lining is the accelerated change of mgt. At the present time, Mr Schacht may do LU shareholders by giving Mr Jeong Kim a higher profile. The tricky situation is really the CFO. OOH, she is not a lifer. OTOH, the water torture manner of delivering financial problems to shareholders has suggested maybe fixing BA doesn't equate to fixing LU. BWDIK :) best, Bosco