I think NT is better because NT still has more product to sell compared to LU. LU is now just depending on OEM and partnership.
NT is slowly gaining share on every LU account.
When the "new" optical trend hits the market NT is in the best position compared to LU.
NT stock has managed to stay at these levels inspite of the accounting issue that they have and now that these are all over, NT stock has moved even faster than LU.
This are just my opinion (since you asked for it) and I hope you will not base your decision to invest to a stock based on someone else's opinion. You have to do your own DD.
Currently here are my picks (If you are interested).
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