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Strategies & Market Trends : Rande Is . . . HOME

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To: Rande Is who wrote (20145)	2/8/2000 5:07:00 PM
From: marlinman	Read Replies (1) of 57584

Rande, the CSCO vs. LU aspect is intrigueing. I still hold some LU but my single biggest position is CSCO. The money they have made me over the years is incredible as you well know. I do not know enough about their products and markets to go entirely one way or the other. There are many good arguments for both companies. LU recent stumble convinced me hold all CSCO and put the LU money to work elsewhere for the time being, JDSU,CNXT,NOK, LPTHA. I will gladly revisit LU when they sort themselves out and are able to put the products into the marketplace in a timely fashion if that is indeed there biggest problem. Your input is always welcome and appreciated. Building industry LAF,USG, TOL etc. has and is enjoying the most profitable years in a decade. Multiples are low, demand high, no stock movement. Wait until they declare a recession then buy. Regards, Mark Brown.

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