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Strategies & Market Trends : MDA - Market Direction Analysis -- Ignore unavailable to you. Want to Upgrade?

To: waverider who wrote (74940)	4/14/2001 5:49:52 PM
From: American Spirit	Read Replies (1) \| Respond to of 99985

Go ahead and short LU at 7 too. Go ahead and play with fire all you like. Down 90% I think the bad news is priced in, to put it mildly. 20+ bill market cap and 20+ bill annual revenues. 3 billion cash and 3-4 billion debts. 5 billion new VZ contract. Why are you banking on it going down from here? I see no justification except shorts being irrationally exhuberant. But as shorts lose more and more and make less and less I don't thnk they'll be much exuberance left. PS though: I might go short too if we continue up too far and too fast. Hasn't happened yet though. I'd short LU maybe at 14 unless there's a takeover in progress. Not a healthy company but very-very oversold.

To: waverider who wrote (74940)	4/15/2001 2:51:04 AM
From: Psycho-Social	Respond to of 99985

Re Lucent as Investment: It's well to remember that every recession claims its share of companies, with the majority going down late in the recession or early in the following expansion. To avoid having their suppliers pull the plug and to avoid scaring off their customers, such companies invariably try to put on a "what me worry" attitude until the very end. I don't know which companies will bite the dust, but if history is any guide, we're still in the early stages of the bankruptcy cascade.