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

To: Taut Knot who wrote (20423)	6/29/2002 12:25:55 AM
From: Rich Wolf	Read Replies (1) \| Respond to of 21876

And I say (and it's worth what you paid) that the market will actually begin discriminating between companies, not looking at 'charts' as you suggest. The business models, products, markets, and customer tendencies are different. I think the posters who have discussed further aggregation and consolidation in the telco arena have it right. Some big local telcos, all buying from a few big suppliers. LU is one of those. True, the rev growth is not at hand. Hence dead money for now, other than bounces as value investors start putting LU away for the next round up in the coming decade. Investors will gravitate towards the bigger companies as being 'safer,' once accounting issues are resolved. JMHO!