John, Mike & Tom's <b>Wild World of Stocks</b> Message Board

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Technology Stocks : John, Mike & Tom's Wild World of Stocks

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To: wlheatmoon who wrote (1495)	7/12/2000 12:24:56 PM
From: John Pitera	Read Replies (1) of 2850

LU's problem is that they are not firing on all cyclinders like CSCO and NT are.... LU's numbers and direction are not comparable at the moment. remember LU has a really massive market cap, and so you expect more from a company to retain that mkt cap. SUNW and EMC are executing and have bigger caps. we need to see Lu's earnings, revenue growth, margins, how is optical progressing for them. It's that big spin-off that is the concern, go re-read that research piece from yesterday, I highlighted the spinoff issues. that is causing upheaval and bruising company employees. some senior managers will longer work for LU, but the buggy whip company we are blowing out so we can get back on track. think about all the personal relationships and the division of have and have nots. that's the limitation of legacy corporate cultures. ask Jorjie.... you need to have a dynamic corporate culture. JOhn

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