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

To: William Hunt who wrote (5698)	1/21/1999 3:40:00 PM
From: mauser96	Respond to of 21876

Bill... Interesting. However, many of us own LU for it's exposure to the telecommunications industry where we expect major equipment upgrading. According to a news item, LU sales to this group were up a miserable 3% on the quarter . This sounds more like an utility company than a high tech one. Hopefully , it will be made up next quarter. Maybe the upgrade move hasn't started yet. We can get a better idea about this when NT reports earnings. Both are great companies, but neither is a gorilla as described in Mr. Moore's book. I like NT better as an investment because the P/E and expectations are lower.