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

To: Goolie2 who wrote (2073)	4/6/1998 2:27:00 PM
From: qdog	Respond to of 21876

Why Ericsson? ALA is a much more compelling value. Ericsson has done well upto now, but don't see them participateing in the European buildout that will result from dereg and privatization of PTT's. ALA, Siemens, Phillips should do better than Ericsson, which is fairly high valued right now. You may want to look at ALA at a pullback to 33-35 range, as I believe it is one of the cheapest big name stocks in telecom.

To: Goolie2 who wrote (2073)	4/6/1998 4:17:00 PM
From: Robert New	Read Replies (1) \| Respond to of 21876

Goolie...I agree with you 100% on buying ERICY and believe that GSM is alive and well. Look at all of the contracts moving ERICYs way and technically the stock couldnt look better. Moving out of a 6 month base and poised for a climb. I too sold my Lucent holdings based on valuation today at 72 after the reversal and much prefer ERICY to LU technically. Also ERICY is a good stock split play. They are due to split sometime in May. However if we see a dip into the low to mid 60's i will be tempted to revisit LU. Picked up 30 points in the past 3 weeks or so..... Good investing to all...