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

To: Sabrejet who wrote (19271)	3/12/2002 2:21:59 PM
From: GVTucker	Read Replies (2) \| Respond to of 21876

Sabrejet, RE: GVT, you don't know squat about the quarter. That is correct. You make it sound like the Q was a complete disaster. All I have stated about the quarter is that it is going to be under analysts' expectations. That's it. That is scarcely a "complete disaster"--at least in my book. Heck, the CEO gave new guidance and what did you do, ignore it? Historically, when it comes to LU, ignoring management's guidance is a pretty good idea. BTW, I bet you knew all about ENE before it went under with all the billions that institutions lost. Actually, in that case, yes, I knew about ENE before it went under. How do you see all this before everyone else? Because a lot of analysts did not read the 10-K and 10-Q and did not focus on cash flow. Alas, nowadays a lot mroe analysts are reading SEC filings which should unfortunately cut down on the mistakes they make. Tell me, what gives you any more insight to LU than anyone else? I dunno. I can tell you that when I first came on this thread and talked about how weak LU's cash flow was in the face of seemingly good earnings reports, I met a lot of these same questions. Heck, I even told people when it would be a good time to short the stock, and that was more than 10x the current price. For some reason back then people weren't looking at LU's cash flow. I don't see the market making that same mistake twice. I talk to investor relations, I talk to investor relations of numerous companies, I talk to brokers and I read as much as I can regarding financial statements and other filings. How do you develop your angle? I try and talk to investor relations and brokers as little as possible. I do like to read all the SEC filings, though. It is amazing how much information can be gleaned from the 10-K,. 10-Q, and proxy statement. And if I need more information, I prefer speaking to customers and suppliers instead of the company.