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Technology Stocks : ADC Telecommunications -- Ignore unavailable to you. Want to Upgrade?

To: Jay Mowery who wrote (1172)	10/20/2000 12:37:04 PM
From: Bosco	Respond to of 1944

Hi Jay, John & all - good grief, this is almost an old PAIRhead reunion :)! LU shot itself in the foot. I had a quick 25% haircut when I bought on the very day Mr McGinn came out of the 1st earning warning last Spring. As it turns out, it was one of the best losses I ve committed [bot at 71 and sold at 53 the next day.] Since then, I ve refused to submit the impulse to bottom fish, even now, as we speak. NT is my largest holding, valuation wise, LU looks ridiculously cheap, but what's the point if it has consistently failed to deliver! That brings us back to ADCT. Weakness aside, ADCT track record is quite admirable, and she is not using funny bookkeeping [like LU] to get there. Therefore, I still have faith in ADCT mgt. Right now, her optical asset is ridiculously priced, and her mgt is not tainted [and let's hope she will keep it so!] So, I will continue to hold. best, Bosco