If CSCO is a growth company, then I think LU will also be a growth company in the years to come, and probably will grow faster. Why ? The market is large enough for both to grow together. There is no reason to say only CSCO can grow , while LU can't , and both had strong R&D, Sales teams. Lu, probably will grow even faster, why ? LU is not just in Networking, but Telecommunication , which will be the fastest growing industry in the next 10 years, as well as telecommunication semiconductor
business, i.e LU microelectronics. All in all, I own both . |
