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Technology Stocks : New Focus, Inc. (NUFO)
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To: trilobyte who wrote (70)11/12/2000 2:11:54 AM
From: pat mudge  Read Replies (1) of 475
 
I still like NUFO even though I haven't held a position for several months. As I think most know, I'm funding a start-up in the f.o. components space and I had to drop several positions to do it. I still hold SDLI, JDSU, VRTA, EFNT, and a few others.

I believe I posted notes from NUFO's last conference call. If you haven't seen them, here's the link:
Message 14660643

I know it's hard holding stocks at substantial losses, but I try to sort out the difference between market cause and company-specific cause. When the market comes back, NUFO will too. Even though it's a recent IPO, it's been around for ten years and has a solid customer base in a thriving sector.

Pat
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