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Strategies & Market Trends : Gorilla and King Portfolio Candidates
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To: mtnlady who wrote (28844)7/26/2000 7:57:05 AM
From: Apollo  Read Replies (1) of 54805
 
Lu vs. NT.....

I owned Ascend, which tripled, and became Lucent. I was mesmerized by Lucent's success in years prior, by Mr. Fun's analyses in 1998, 1999, and held onto Lucent until Dec '99. I diversified out of Lucent into JDSU in Dec '99, and sold the rest of Lucent for more JDSU in Jan '00.

I agree that Lucent is misfiring in important segments.

I would like to publicly acknowledge LindyBill and others, but especially LB, for suggesting in mid-'99 to get rid of Lu, and to be guarded about Mr. Fun. You were right.

MtnLady, you've been an informed NT investor, and have helped us better understand NT. I was impressed yesterday to hear that NT's enterprise growth Y-O-Y was just 4%, as compared to the FO space, which I think CNBC listed at about 159%. Seems NT does have some baggage that it's lugging around.

Stan
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