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Technology Stocks : New Focus, Inc. (NUFO)

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To: Catcher who wrote (27)7/18/2000 1:35:22 AM
From: pat mudge   of 475
 
within that sector (where 70% of my $ lie) i hold (in order of $): jdsu pmcs cien qcom sdli scmr glw bkhm & nufo

which of these do you like?



First I think anything even remotely connected to fiber optics was up today. I just walked in the door, so haven't checked everything, but mine are all up.

Of those you mention, I own SDLI and NUFO. I like CIEN and GLW and will make a decision on BKHM when I see their numbers, but I don't own them all b/c I prefer concentrated positions.

I did some long posts on NUFO when it first came public and it's by far my favorite of all the new kids on the block.

Pat
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