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To: Diamond Jim who wrote (95452)1/8/2000 8:40:00 PM
From: Tony Viola  Read Replies (1) | Respond to of 186894
 
Jim, and those that might care what Wall Street Week and one of its panelist's top picks for the year were this weekend: Ralph Acampora, AKA Ralphie Flip Flop by some, likes Intel, Microsoft, and umm, ah Dell for this year. He did put the emphasis on the first two. He thinks all three didn't participate enough in the big NAZ runup, but will now.

Tony



To: Diamond Jim who wrote (95452)1/8/2000 8:52:00 PM
From: Tony Viola  Read Replies (1) | Respond to of 186894
 
Jim, a thought on LU ,I believe you were calling for McGinn's departure if things didn't pick up right away, or soon, on the LU thread. In my experience, well entrenched CEOs, like it sounds like McGinn is, usually don't get canned until their company goes seriously south, like into the red, or if they go off the deep end, like maybe Pfeiffer did. One example is Eric Benhamou (sp) at 3COM. Still there after 3COM languishes compared with Cicso, Nortel and a lot of others in a super hot market. I guess if I didn't think much of top management at a company, I'd sell. I know that's easy for me to say, not owning any LU.

Just a thought and IMHO of course.

Tony



To: Diamond Jim who wrote (95452)1/8/2000 10:21:00 PM
From: Jim McMannis  Read Replies (2) | Respond to of 186894
 
Jim,
I think the problems at LU are fixable and the demand is there.
A screaming buy in the low 50s save the whole market tanking.
At least they admitted their mistakes...
Jim