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Strategies & Market Trends : Piffer OT - And Other Assorted Nuts -- Ignore unavailable to you. Want to Upgrade?

To: The Phoenix who wrote (50480)	8/30/2000 10:34:20 AM
From: Original Mad Dog	Read Replies (1) \| Respond to of 63513

Gary, I respect your opinion greatly in this area and will give a lot of thought to your points..... I posted a comparison chart some months back (when you were away, I think) of LU, CSCO, and NT .... Here's a two year comparison with JDSU thrown in just for fun: finance.yahoo.com And the one year, same comparison: finance.yahoo.com I think these charts are all about execution. And so, I am less willing to believe that execution will suddenly and dramatically improve merely because the businesses get broken off to do their own respective things. Of course, the breakoffs can sometime focus investors temporarily on the possibilities and cause a huge run up, like with 3COM and PALM. But LU is an NYSE stock with much less capacity to explode suddenly upward in price. It is undervalued, but how much of that is a difference in the premium placed on the respective companies' management teams???