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Strategies & Market Trends : Gorilla and King Portfolio Candidates -- Ignore unavailable to you. Want to Upgrade?

To: Peter Sherman who wrote (14337)	1/6/2000 5:11:00 PM
From: LindyBill	Respond to of 54805

he is the resident guru, very smart and an asset manager - Mr. Fun, where are you -- Mr Fun has really "blown" it on LU. He is the LU thread's leading expert on this company, and here is part of his post from tuesday on the LU thread on what he thinks of LU. My research has satisfied me that the causes of LU's increase in working capital are benign. Since the major increases in working capital in Dec and Mar., LU's revenue growth has accelerated sharply (20.4% in 99 vs. 15.5% in 98) and the balance sheet and operating cashflow have improved decisively. 3. I do expect greatly improved operating cashflow in 00, hence my bullishness. However, I will watch the situation closely, and I am more than willing to change my mind. I guess he is changing his mind right now! I battled this guy on LU/CSCO last year, and am now taking a little satisfaction in watching Cisco go and LU stumble.