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i have a large position in lu and i am puzzled that the stock, while it has given me an excellent return, has not garnered the market's interest as have stocks of much lower intrinsic value. no one competes at lu's level but nt; and not even they have such a mass of fundamental patents: over 2,000 patents in optics alone, 5,000 of the installed systems - 29% of the market; leader over nt in 7 of the 9 photonic product areas. but here i am preaching to the believers. could you tell me what you mean by "as soon as we get past this quarter", or words to that effect? what is it about this quarter, do you think, is holding lu from rising to the 100 you predict. and why 100 or so? that is, why not 85, or 150, or whatever. would 100 be some multiple of revenues or earnings,or some comparative calculation? or did you mean, in a manner of speaking, the next round number - a quantitative metaphor for "higher"? |
