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

To: stock bull who wrote (21388)	10/22/2003 11:37:19 PM
From: Jamey	Read Replies (1) \| Respond to of 21876

Where is the risk at only $2.79? I listened to Pat Russo about 4 or 5 months ago and she called the turnaround then. It looks like DSL is starting to come into play against cable competition. Wireless is also becoming profitable. I believe that we have seen the bottom on Lucent. It is bare bones and hungry. Besides that, a very well known, popular stock. I'm hopeful we have seen the last of the down days for Lucent. Pat Russo may have the where with all to make a winner out of LU. James

To: stock bull who wrote (21388)	10/23/2003 12:08:31 AM
From: elmatador	Respond to of 21876

See how I forecast two years ago and look if I was wrong: Message 16383555 To:Frank A. Coluccio who wrote (11909) From: elmatador Thursday, Sep 20, 2001 2:10 AM View Replies (4) \| Respond to of 12657 This is the way it is going to play in the next five years. 2001 second half the cool off starts to become visible and admitted. GSM reaches saturation in developed markets, only in developing countries new markets to extend footprint. 2002 negative outlook. 3G touted but not happening. GPRS does not reach expectation. Consolidation of telcos. Telcos run our of selling of non core assets: ex. directories business, small foreign owned operations. Wireless LANs start being established as credible kick off of 3G. Telcos try to sell local loop now that copper plant have only five years of economic life remaining.. GSM footprint extension reaches its maximum in developing countries. 2003 return to positive growth 0% to 5%. Dark fiber laid during bubble years start being lit. WLANs kicks off full-blown deployment. Local loop gets no interest. 3G starts deployment. 2004 return to historical level of 10% to 12% growth. Starts replacement of SDH/SONET technologies. Additional dark fiber being lit. 3G deployments speed up. 2005 Telecoms growth outpaces historical 10-12%. PSTN, having reached technical obsolescence starts being replaced. Low use fixed line users ported to mobile networks for low costs of administration. Copper local loop reaches technical obsolescence. 3G deployment in fullblown everywhere in the world.