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Strategies & Market Trends : Rande Is . . . HOME -- Ignore unavailable to you. Want to Upgrade?

To: Paullie who wrote (21780)	3/7/2000 8:36:00 AM
From: Rande Is	Read Replies (1) \| Respond to of 57584

Thanks for the post mine, Paullie. Notice how well the pieces are fitting together? This is why my immediate question when the LPTHA news of a Warren, NJ office came out, was "Where is Lucent and T?" Now I am willing to bet LPTHA's new office is VERY close to Lucent. . .same street? Those on Yahoo laughed and scorned when I began putting the pieces together on LightPath / LightChip and Lucent back in December. . . .all it took was one Lucent employee coming to LightPath to clue us in that something big was going on. . . LightChip has an officer from Lucent/Bell Labs, too. My extrapolated scenario from the facts we had at the time, must have been too much for their narrow minds, so they shunned me, literally. . .very strange board. One guy [named after one of the months] ripped me up one side and down the other, saying there is ABSOLUTELY NO CONNECTION OF LPTHA AND LUCENT. Should the company now announce some sort of partnership with Lucent, which is more and more looking likely. . .watch how they suddenly come down with a case of amnesia. No problem. . .that week the Yahoo board was dumping. . .and we were buying. . .just the way it works. Now consider this. . . suddenly it makes perfect sense that those Lucent Sales/Marketing executives would leave New Jersey to join LightPath in New Mexico. . . before, I couldn't imagine them selling their houses and moving their families, etc. . . .that's because they didn't!! I am willing to bet that they knew back then that LightPath was going to have a Warren, NJ office, so they only went to New Mexico to learn the biz. . .their families probably stayed in their New Jersey homes, while the execs stayed at a Marriott Residence Inn for 2 months. . . but now LightPath has a Warren, NJ office nearby their prior Warren, NJ Lucent office. . . so they are back with their families now. . .and just reporting to a different office. Then again, with that report that LightChip shares an office building with Lucent. . . it could be that LightPath's office will be near or even attached to Lucent in Warren, NJ. Either way. . . the pieces are STILL fitting together very very well. . . and I hope we see a joint-development or vendor announcement this week. . .to give us a conclusion to all this. Rande Is