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

To: matt gray who wrote (20586)	7/24/2002 11:25:14 AM
From: telecomguy	Respond to of 21876

I am not saying buy the Carriers NOW.....but if you are going to buy into telecom space at some point in the FUTURE when the markets are stablizing, one should buy the Carriers FIRST before the equipment vendors. That was the logic i've been spouting for the past few years... (it is tempting however when we see LU, NT at these levels -- but I suspect one or both may go under as hard to believe as that may be....or at least sell out?)