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Strategies & Market Trends : MDA - Market Direction Analysis -- Ignore unavailable to you. Want to Upgrade?

To: Haim R. Branisteanu who wrote (56895)	7/20/2000 11:56:21 AM
From: Les H	Read Replies (1) \| Respond to of 99985

It doesn't hurt to add another stock to the barbie, er S&P 500. Seriously, most of the stocks have sold off on their earnings reports on one of three concerns: (1) revenues light; (2) questionable mix of revenues, i.e., slow growth in one area or another, or too much stock sales; and (3) conference call guiding future growth down or highlighting current difficulties. IBM used (3) to tout their stock.

To: Haim R. Branisteanu who wrote (56895)	7/20/2000 12:06:15 PM
From: Techplayer	Read Replies (1) \| Respond to of 99985

Haim, I disagree. LU is simply pathetic. I have owned it for years, finally dumping my last shares today. NT, JNPR, CSCO (in the enterprise), SCMR, CIEN, ALA, NOK and others are all growing at record paces. LU's management and marketing is the worst of any player in the space. LU is it's own worst enemy and is not a symptom of the market. LU has failed to integrate any of its' acquisitions smoothly, purchased the wrong companies for the wrong reasons, played with the numbers for 2 years and has finally been completely undressed. I personally know the managers at a number of divisions. there is not a good person (technically or otherwise) at the top in any of them. I hope they finally get it for those that still own the stock. tp