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

To: GVTucker who wrote (17815)	3/16/2001 3:03:37 PM
From: Ian@SI	Respond to of 21876

All the same, it sounds as if it is rapidly approaching the point where it would be better to sit on their bridge loan for a year rather than price this as the sector approaches its bottom. As the next upcycle for the semiconductor cycle kicks in, getting a $14 pricing on AGR may well be a given. Unless MSDW thinks LU might go bankrupt in the interim, postponing the IPO is probably the best return both parties could get. Ian. Morgan Stanley can't postpone it. They've got a hellacious bridge loan that depends upon it.