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Politics : Idea Of The Day -- Ignore unavailable to you. Want to Upgrade?

To: jchaulk who wrote (34702)10/13/2000 11:46:14 AM
From: Peace  Read Replies (1) | Respond to of 50167
 
I am not disagreeing that LU is undervalued, just that it will not outperform many other tech stocks in the intermediate term.



To: jchaulk who wrote (34702)10/13/2000 12:05:21 PM
From: Logain Ablar  Respond to of 50167
 
jc:

If you think LU is undervalued now wait 6 months. Its losing market share to NT, CSCO and JNPR on the high end. The switching market is being constrained by slow downs in purchasing and its component business is doing great.

1 out of 3 won't cut it in any market never mind this one and we are not even discussing its balance sheet.

There will be plenty of time to buy this one AFTER it gives a buy signal.

Good luck

Tim


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