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Strategies & Market Trends : Galapagos Islands -- Ignore unavailable to you. Want to Upgrade?


To: X Y Zebra who wrote (6516)10/11/2002 9:04:23 PM
From: Jorj X Mckie  Read Replies (1) | Respond to of 57110
 
I always felt that the patents were an overvalued asset and it takes more than smart engineers to bring the right products to market. I think LU ends up being a drillbit. Wouldn't buy the stock, might buy the debt if they exist. I think that the most valuable asset that they have is their reputation with the telcos. I think the telcos would still rather buy from LU than any silicon valley based company.