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

To: Drew who wrote (4369)	9/30/1998 9:42:00 AM
From: Mark Palmberg	Read Replies (1) \| Respond to of 21876

I am selling my stock to buy it back lower on Friday. Good luck. Seems to me that this is a screaming buy at these levels, but to each his own. When I ran track in high school my coach used to ask us to visualize our races in anticipation of the actual event. We'd close our eyes and picture everything from the starting gun to the warm-down laps after the race. Last night I caught myself doing a little visualization regarding the stocks I presently hold. I made the assumption that the rate of technological innovation is only going to increase over the next five years, and I tried to guess where and how my companies might play into that world. Needless to say, I can see Lucent, Oracle, and Media One Group doing quite nicely well into the next millennium. Why? Innovation, willingness to take risks, and sound management. All three of these companies are just plain aggressive (see Ellison), and I believe aggression is a main ingredient in the future success of any company. So, sell now, if you must. As always, I can think of many other companies that I would be trading in right now before I toyed around with Lucent. Some folks just can't leave well enough alone. Mark

To: Drew who wrote (4369)	9/30/1998 9:43:00 AM
From: jaymin patel	Read Replies (2) \| Respond to of 21876

LU @ 71 3/4. EOM

To: Drew who wrote (4369)	10/1/1998 12:24:00 AM
From: lkj	Respond to of 21876

Good luck, Drew. I don't trade. What's happenning to the telecomm sector is very similar to what happened to the data-comm market in spring of last year. It was only a matter of two months. In which Ascend merged with Cascade and 3Com merged with US Robotics. When it was all said and done, Cisco came out on top. I think that Lucent is in a similar market to what Cisco was in. And I am betting my money on LU to come out on top this time, because of its strong foundamentals. Khan