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Re: Lucent Calling?



Ditto.

--Matt
----- Original Message -----
From: JP. Davidson <jpdavid@brtrc.com>
To: <Jim243@bellatlantic.net>
Cc: <ggainer@yahoo.com>; HPD Investment Group <hpd@woodland.org>;
Kathe Larkin <CampenKL@navsea.navy.mil>; Sharon Uliana
<ulianasc@navsea.navy.mil>
Sent: Saturday, January 08, 2000 5:51 AM
Subject: Re: Lucent Calling?


> I vote to buy
>
> JP.
>
> Jim O'Connor wrote:
>
> > I think that we should use our Y2K money and buy some today...
> > We could take an online vote.  It is already starting to climb
back.
> >
> > -----Original Message-----
> > From: G Gainer [mailto:ggainer@yahoo.com]
> > Sent: Friday, January 07, 2000 11:13 AM
> > To: HPD Investment Group
> > Cc: Kathe Larkin; Sharon Uliana
> > Subject: Lucent Calling?
> >
> > As you probably know, LU gave an earnings warning yesterday
afternoon
> > that it would not meet Wall Street's expectations this quarter. It
> > seems that someone dropped the ball, and they're not able to
provide
> > enough equipment to meet orders.
> >
> > The analysts, pundits, and other talking heads I saw on the tube
last
> > night seemed to agree that LU's fundamentals have not changed, and
> > this should not affect the long term prospects for the company.
> > Nevertheless, the stock took a huge hit, and in after hours
trading
> > was in the neighborhood of 51 3/8.
> >
> > I bought a little this morning, though not quite at that bargain
> > price. I'm sure we'll discuss this -- and a few more, I hope -- at
> > the meeting. I'll bring Jim's SA which is probably still current.
(I
> > think the Valuline update for LU is due sometime in the next 2
weeks,
> > but I'll check the library today, just in case).
> >
> > See you Sunday.
> >
> > -G
> >
> > __________________________________________________
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>
>