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

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To: The Phoenix who wrote (55745)10/10/2000 4:34:24 PM
From: Techplayer  Read Replies (1) of 63513
 
Phoenix, I am right there with you after this afternoon. LU is losing because of LU. They have lost so many people in all facets of their business that it will be impossible for them to hit their numbers in the next gen equipment sector. I have been down on LU's prospects for a turnaround since the rumor about telco spending started raining on the parade. It does suck. We need NT, SCMR, GLW et al to save the day like NT and CSCO did last time that LU warned. I wonder what the record is for consecutive warnings....

CSCO is in the black already...

Now, is it the right time to add more SCMR in the 75's? maybe not..

I believe that this situation is very temporary.

tp
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