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


To: Haim R. Branisteanu who wrote (7928)5/20/1999 9:32:00 AM
From: polarisnh  Respond to of 21876
 
Haim,

You sound awfully bitter. Were you part of the 'deadwood' that McGinn has weeded out during some of the recent acquisitions? I feel this company has one of the best outlooks in the industry. They have very talented engineering (PacketSTAR, Gigabit Ethernet products), aggressive proactive management (Ascend's purchase was brilliant!), and great brand recognition (It comes with the spinoff from AT&T).

I think that technology stocks have always been a weak spot with Warren Buffet but he more than makes up for it in other areas.

Cheers,

Steve



To: Haim R. Branisteanu who wrote (7928)5/20/1999 10:32:00 AM
From: Mark Palmberg  Read Replies (1) | Respond to of 21876
 
Another point on the "funds dumping LU" thread: Isn't it reasonable to expect that funds would HAVE to sell some of their holdings in a company after that company splits 2 for 1? How else would they maintain balance in their portfolios?

Mark



To: Haim R. Branisteanu who wrote (7928)5/20/1999 2:25:00 PM
From: Sean Cochran  Read Replies (1) | Respond to of 21876
 
Warren Buffet, to my knowledge, Doesn't invest it tech companies at all. He's not a Cisco holder either, go bother them.