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Technology Stocks : John, Mike & Tom's Wild World of Stocks -- Ignore unavailable to you. Want to Upgrade?

To: John Pitera who wrote (1490)	7/11/2000 7:57:19 PM
From: Logain Ablar	Respond to of 2850

John: On LU I hate to bet against a gorrila (company, not stock) but CSCO & NT are more nimble. LU is a great company but it can't make the moves CSCO or NT can. I mean this from an acquisition standpoint to fill in its product lineup. On your 1st tier stocks remember there are nuggets in the sand. CNXT seems to have fallen on hard times (losing QCOM, another fallen stock) and AHAA must be having intregration issues. I can't beleive it broke down today. If you want to look @ a 2nd tier check out QLGC/ANCR. ANCR is the company competing very well with BRCD as indicated by the recent EMC, SUNW and todays HWP announcements. BRCD may still retain 90% of the market (I don't think so, ANCR is making inroads) but ANCR with capture the rest and the market is growing 50% a year. QLGC's stock went into free fall with the dillution on the acquisition (something LU needs to do if it wants to compete with CSCO) but it is recovering and may be back to $100 by the time the deal closes in August. Have to go. Have a good night John and everyone. Tim