re: What's your take on Lu
Did you read what T said in their earning report today? Something on the order of the following; "Earnings will be affected due to an increase in capital spending in the role out of our data networks" We are talking Billions Billions (I wish Carl S. didn't die on us) of dollars to be spent. Also, LU stocks actions of lately has been due to ASND merger, lack of split, and bookings that were not realized do to paper work, all and all, rather short sighted in my book in-light of the massive changes we are seeing now and in the future. So in my book LU is long term hold and buy on any weakness, which we are seeing now. Today LU looked to me to be firming.
re: ATHM
If and when the FCC rules in T favor, which they will, ATHM could very well surpass the 120s. The above mentioned ruling is close at hand, with-in the next few weeks. So if you are gambling man, I'd hold ATHM, but would not add till we have a handle on the the above mention ruling.
re: DELL
It's dead money. <ggg> No I'm blown away by it, really. I only wish that now was last year this time. Maybe I lack vision, but I wouldn't be a buyer at these levels, but I wouldn't sell it, so hold.
Greg |
