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

To: Anonymous who wrote (4137)	9/15/1998 7:54:00 PM
From: Dolfan	Read Replies (1) \| Respond to of 21876

Yeah most of the time your better off doing the opposite of what the analyst say. When they say Buy they are probably selling, when they say sell they are buying in cheaper. Has anybody given any thought to the possibility that we may be possibly acquiring or forming an aliance/merger with Cisco? I have heard the possibility tossed around when talking to people in the telecomm industry. Just a thought. ~Mark~

To: Anonymous who wrote (4137)	9/15/1998 8:23:00 PM
From: larry	Respond to of 21876

Mr. Anonymous, IF LU were to go lower, it won't be because it beats first call again. LU was certain to go lower after they announced 2rd Q results because this puppy was going way ahead of itself (ala DELL going from 98 1/2 to 77 after they reported earnings last May). Coupled with the fact that the market tanked after that, LU was sure to drop, unless they beat first call by 100%.:) However, this time around it's a bit different. LU has been punished for a 30%+ decrease, and if the earning number is good (I think so!), look for a mini rally to push the issue to 88-90, right at the resistance, unless the Street really hates the acquisition which is likely to take place next month. good luck, larry!

To: Anonymous who wrote (4137)	9/15/1998 8:54:00 PM
From: X Y Zebra	Respond to of 21876

I agree in most of what you say. Lucent is a quality company, well capitalized in a growing industry, the market outlook for now to the next 6 months will be quite unstable. Nevertheless, it is the best there is (short of investing in one's own business). As for attempting to predict what the market will do, that is a near impossibility in terms of "timing", however, I do think that short of a world wide catastrophe, the US equity and bond markets are the best place to invest considering the alternatives and their corresponding risk reward relationship. For years to come, the US will enjoy strong economic growth, the possible competition will come in terms of a Unified Europe. However, I personally think they will fail, since their differences are too large to overcome and achieve the kind of success they are hoping for. Latin America, while a more homogeneous group, I can not see them effectively competing in high technology at the US level. Perhaps in 20 years, but not immediate. Unless Japan really cleans their act they will continue to drag their own economy see this : #reply-5750506 I believe that article really explains the reason why the Japanese economy is where it is... the government refuses to make the necessary changes. On the other side of the spectrum, the Russian economy is a disaster because there is no viable infrastructure, the Mafia runs rampant etc. In both instances, it is lack of trust that eventually leads to the current situation. Mean while, the world continues to roll, people have needs and government is interested in providing basic services and infrastructures. In spite of all the current calamities, these countries will eventually open up their economies and utilize what it takes to accomplish the modernization of their infrastructure. LUCENT provides part of all this..... they can not help it but go up. The thought that we will fall under an scenario of the late 20's and early 30's I simply do not agree with. Again all of this are my opinions, and I have said it before, if I am wrong.... I will see you at the soup kitchen of the local mission, meanwhile, I will bet on the positive view.