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Strategies & Market Trends : Piffer OT - And Other Assorted Nuts

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To: arno who wrote (12464)1/7/2000 9:58:00 AM
From: Jorj X Mckie  Read Replies (2) of 63513
 
Arno,
LU is a great company and they will succeed. They have competition right now that is stalling a lot of their business and also forcing them to give away equipment while at the same time forcing them crank up the R&D numbers.

More than anything, this confirms that the strategy of their competition is being successful, but I don't for a minute think that LU will not recover. The upside is much greater than the downside on LU....IMO.

Additionally, I will predict that LU will now surprise on the upside when they actually do announce earnings. Of course, it will be on the downward revised number, not the original number.

JXM
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