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To: DlphcOracl who wrote (30134)7/20/2000 12:18:40 PM
From: Joe Smith  Respond to of 57584
 
Interesting article on CSCO cable strategy.

news.cnet.com



To: DlphcOracl who wrote (30134)7/20/2000 12:20:53 PM
From: ALTERN8  Respond to of 57584
 
I wasn't going to say anything but I have to agree with Dlphc. LU is dead money. I know many have made great money with this stock and love to love it but networking has changed a lot recently where NT, LPTH, GLW, JDSU represent the future rather than LU and nemesis CSCO.



To: DlphcOracl who wrote (30134)7/20/2000 12:35:44 PM
From: Mark Konrad  Read Replies (3) | Respond to of 57584
 
LU...agree, I'm out with a small loss...also out IFMX & ENGA...better places for the money right now--MK--



To: DlphcOracl who wrote (30134)7/20/2000 12:57:02 PM
From: Tradelite  Respond to of 57584
 
edit...Dlph...I, like you, don't believe LU would be a productive addition to a long-term portfolio, but as a position trade, it's a goodie. That gets it out of the "dog" category and onto the list of "possibilities" for me.

By the way, I wouldn't put MSFT in a long-term portfolio right now, either....or JDSU, or QCOM, or any other high-flier that offers mega-downside risk and ??????? upside potential.


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