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Strategies & Market Trends : Sharck Soup -- Ignore unavailable to you. Want to Upgrade?

To: Softechie who wrote (18034)	4/23/2001 10:43:13 PM
From: Jane4IceCream	Read Replies (1) \| Respond to of 37746

I sold my LU shares on the run last week. Holding LU shares overnite is a recipe for disaster but she sure rocked AH today. They are still winning contracts and expanding their R&D. Everyone thinks they are on the cutting edge of new technologie. Shares like to react on good news and though I am not vigilant like American Spirit <because I dont fall in love with stocks> I do think there is some upside in LU shares in the near term. There are some catalysts to look forward too like reducing debt, management change <maybe>, new contracts, streamlining operation, etc. Jane

To: Softechie who wrote (18034)	4/23/2001 11:59:51 PM
From: American Spirit	Respond to of 37746

LU may never have to sell their optics division now and if they do it will be for double the feared low-ball price last month. Their Agere investment just went up 1 billion bucks and that should climb. I'd like to own Agere on a dip. They have 3 billion cash and the VZ deal, and expect more international deals forthcoming. They also have a huge patent bank and lots of assets which don't necesarily show on the balance sheets. If all fails they are a prime takeover candidate. But that may never be necessary. I thnk they will survive and once again surpass NT which has grater problems IMHO. Especially at these prices.