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

To: American Spirit who wrote (17861)	3/19/2001 8:29:56 PM
From: John Soileau	Read Replies (1) \| Respond to of 21876

Interesting that an "analyst" just said LU is "down the tubes" before long. They couldn't gush hard enough about this stock in the Fall. Listening to stock analysts is about as useful as reading tea leaves, only difference is reading tea leaves is not annoying. I guess nobody told Verizon that LU is soon to be down the tubes. Nobody told them LU is stuck in the past with voice technology, don't know crap about data. Comes down to who you gonna believe...the "analysts" in their air conditioned offices, or the stupid customers who actually have to determine which company WILL deliver what they need to provide cutting edge telecommunications services. LU at 11.06 this AM...loved that fill John

To: American Spirit who wrote (17861)	3/19/2001 9:42:00 PM
From: Ian@SI	Respond to of 21876

LU is coming off annual revenues of more than $30B. There are other players in this league: NT, ERICY, ALA, Siemens, NOK, and even with all its recent problems, even CSCO is growing much faster than the economy. To think that a $30B Revenue company would never get another large contract for leading edge equipment is absolutely ludicrous. By the same token, getting one nice contract doesn't guarantee that it will return to its world leadership status by noon tomorrow. FWIW, Ian