Steve's Channelling Thread Message Board

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Strategies & Market Trends : Steve's Channelling Thread

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To: Zeev Hed who wrote (18381)	6/20/2001 12:52:31 PM
From: Mike M	Read Replies (1) of 30051

Zeev, you have said a mouthful regard to intangibles. What pray tell is the value of an average of 3 patents a day for the past 4-5 years. I haven't a clue. I'm not sure whether 2400 PHDs running around that company was an asset or a liability. If the company is going to survive then I suspect a $5 purchase will look brilliant 5 years from now whether it does go to $2.50 or not. The landscape is changing and some companies simply won't make it. LU is on the bubble. I think looking at it as an option is a very astute way to look at it...He is using his speculative money and understands the risk. I think it is immaterial whether he would double up or even add more at $2.50. LU's survival is somewhere between a crap shoot and a very critical series of management decisions...

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