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Strategies & Market Trends : VOLTAIRE'S PORCH-MODERATED -- Ignore unavailable to you. Want to Upgrade?

To: Boplicity who wrote (4208)	9/28/2000 11:05:14 AM
From: DOUG H	Read Replies (1) \| Respond to of 65232

Bought hard this a.m. www2.marketwatch.com

To: Boplicity who wrote (4208)	9/28/2000 11:10:06 AM
From: mtnlady	Read Replies (1) \| Respond to of 65232

"close enough" .. yes.. but my order was for 57 1/2! Lol! I guess this analyst has a long track record of pushing LU. He also was pushing NT when it was pushing over 80 just a few weeks ago.. In that time Roth has merely a) told the analyst's that they should actually raise (not lower) their revenue estimates for this quarter b) said they were investing millions more into their component mfg. side of the bus (2nd only in size to JDSU) and may spin off a portion of the stock publically next year c) said demand was so high that they could lose a whole lot of their orders and STILL be sold out into the forseeable future Also I like that Perilli sold off their optical company. I thought CSCO owned that lock stock and barrel (this was supposed to be their big entry into fiber optics). Turns out that CSCO only owns 10% of the Perilli venture.. Here is what I see.. CSCO is falling further and further behind and.. like Gilder said.. will focus on the 'fringe' of the network. NT will dominate the middle. LU is losing the battle in a big way.