Mr. KLH,
I will try to avoid mentioning the "_ _ _ C" word in the future. I think this is a very interesting time for the networking stocks given today's market parameters.
Never in the history of the market has this industry had the opportunities that it has today, yet the entire industry (LU, Alcatel, Nortel included) is the getting the _ _ _ T beat out of it.
There is more at work here than the average investor will ever be able to comprehend. Given Nortel's mixed message from their CFO yesterday, its only going to get worse.
The good news, however, is that if you have a long-term investment time horizon, I firmly believe this is one of the few "no-brainer" opportunities to invest in this sector. Five years out, LU will be light years ahead of where it is today, consolidation will have swept through the industry, and valuations will push the high end of the PE value line given the global opportunities that lie ahead. And, yes, CS will be a success story within this overall scene. I am 100% positive that CS will both (i) return to profitability with new found growth in revenues, and (ii) be bought out.
Try to be patient here folks, and please, DO NOT PANIC.
BUYING MORE CS TODAY,
Teflon |
