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To: Boplicity who wrote (10484)2/21/2003 7:32:27 AM
From: KaiserSosze  Read Replies (1) | Respond to of 13815
 
Boplicity,

What do you mean LF has a mountain of overhead??

Thanks,
Kaiser



To: Boplicity who wrote (10484)2/21/2003 1:20:29 PM
From: Lizzie Tudor  Read Replies (2) | Respond to of 13815
 
I have visited the company, I know whats up there. They have grown from 400 to 800 people in the last 6 mos. Tons of new initiatives in the e-learning space, they are trying for downloads/updates to some of their products over the web with a subsription fee. (that is a GREAT business, just like the security companies SYMC have- no overhead)... on fundamentals/potential, LF is a buy. The management knows how to run big companies, too.
L



To: Boplicity who wrote (10484)2/21/2003 1:42:24 PM
From: Sig  Respond to of 13815
 
IMO the market is shifting we should be on firmer ground now.
I see how this is going to work, with the dividend tax cut providing more money.
Cities and utilities will be permitted to increase taxes, utilities will increase rates a bit
More employment in building schools or improving roads
Better business for cement ,steel and machinery builders.
People will feel more free to spend than lately
Keep rates low and home builders can continue to do well
MIlitary spending remains high.
Cost of goods has remained nearly constant for several years, which is the present anomaly
The public will pay in the end, but with the all the deficit, the resulting inflation means loans will be paid back with much cheaper dollars
We will all be rich in dollars but cars will cost $100k and up- any house worth $1/2 mm
I can live with that
Sig