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Strategies & Market Trends : Piffer OT - And Other Assorted Nuts -- Ignore unavailable to you. Want to Upgrade?

To: arno who wrote (12464)	1/7/2000 9:03:00 AM
From: Carolyn	Read Replies (1) \| Respond to of 63513

This is really funny: Message 12492851

To: arno who wrote (12464)	1/7/2000 9:11:00 AM
From: Alan Smithee	Respond to of 63513

Let LU build a base first before hopping in. Recall ORCL? It loafed around the 23 area for some time before it started its climb to the stratosphere.

To: arno who wrote (12464)	1/7/2000 9:58:00 AM
From: Jorj X Mckie	Read Replies (2) \| Respond to of 63513

Arno, LU is a great company and they will succeed. They have competition right now that is stalling a lot of their business and also forcing them to give away equipment while at the same time forcing them crank up the R&D numbers. More than anything, this confirms that the strategy of their competition is being successful, but I don't for a minute think that LU will not recover. The upside is much greater than the downside on LU....IMO. Additionally, I will predict that LU will now surprise on the upside when they actually do announce earnings. Of course, it will be on the downward revised number, not the original number. JXM