Strictly: Drilling and oil-field services Message Board

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Gold/Mining/Energy : Strictly: Drilling and oil-field services

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To: BigBull who wrote (81048)	12/8/2000 11:02:16 AM
From: Jon Cave	Read Replies (1) of 95453

OT: LU vs NT I have had a few shares of LU recently and I am trying to decide to hold on to a few shares of LU. LU is certainly cheap enough here to buy a few shares. My ex roomate from college works for Nortel. He says that NT is replacing a lot of LU's equipment with NT's. In fact, he is currenty in Midland at Southwestern bell putting in some new NT switches. NT has got a good grip on what they are doing right now. They are keeping cost down. They don't let there employees spend like crazy when they are out of town on installs. I was rather impressed with what he had to say about NT. But, NT ain't nearly as cheap as LU but has better fundamentals. I will probably end up with small positions in each. I strongly suggest you look at some flash memory semis like ATML, SSTI, and SNDK. Intel did warn. But stated that all product lines were weak except for flash memory. This stuff is used in lots of devices like PDA's, cellphones, and digital cameras.

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