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Strategies & Market Trends : MDA - Market Direction Analysis -- Ignore unavailable to you. Want to Upgrade?

To: Doug who wrote (66623)	1/11/2001 6:59:35 PM
From: John Carragher	Respond to of 99985

doug I think lu and hwp are bad examples of excellent management. I owned hwp for a few years. It was like a roller coaster. One quarter they hit the number and the next vp's are saying they are going to blow away the number and they miss by a mile. I pulled out of hwp a couple of years ago. It seems they cannot forecast sales or profits. Same with lu. management imo. I think lu had serious management problems long before economy slow down. Cars sales are slowing fast as just pointed out by previous poster. So then steel slows etc. However, optical has not slowed down imo no matter how many shorts try to tell us it is slowing. Two companies today I own did great arba and cree. Looking forward to recovery. Hopefully get a tax cut .. ha. Wouldn't it be great to see economy turn around and get a reduction in taxes going forward. NICE.