Piffer OT - And Other Assorted Nuts Message Board

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

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To: Original Mad Dog who wrote (50478)	8/30/2000 10:26:39 AM
From: The Phoenix	Read Replies (1) of 63513

Disagree... LU will be spinning out the opto-electronics business. This will compete with JDSU and NT's and will yield a capitalization comensurate with JDSU's. LU will also spin out the old-world PBX business which is still a huge business but flat growth... it'll still get a good cap >$20B. What will be left will be an NT/CSCO like business - lean and focused. Execution will be key but I believe they'll pull it off. Last - lets not forget the extensive intellectual property/patent portfolio. In total, at a current cap of $140B and an undervalued optical business LU is an easy double once you add in the value of the spin outs. OG

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