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| DON'T BUY | 13.250 | Peter Hofstra | The challenge is how much spending will be done in this area. It will be tough. You want better visibility on this market than what there is now. | 2007-04-30 | |
| WAIT | 13.270 | Peter Hofstra | A big merger between Alcatel and Lucent. Take a “wait and see” approach. Probably the right move, but will take a while to see how the business shakes out. | 2006-12-06 |