| Jeff, I have been a LU for quite some time, but bailed at 50 after personally seeing the complete hysteria within the company in many important groups (Andover MA, Cascade, Nexabit, Ignitus....). I am also concerned about the financing exposure that LU has relied on to win deals. Additionally, if spending does hit a blip within the carrier space, I expect the voice switch market to be the first to feel the negative pressure. Combined, I am concerned about LU's ability to bounce. At this point, I am actually looking more to WCOM, VZ or even NT if it tanks with the market at this point. If you see or hear differently from internal LU sources, I would like your input. thanks, tp |
