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Technology Stocks : JDS Uniphase (JDSU)

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To: Jarhead who wrote (6944)	3/1/2000 8:56:00 AM
From: Sunny	Read Replies (3) of 24042

Jarhead, I have had many of the same thoughts. I sold EMC a little over a year ago after getting a 4X er because I thought it was too rich and I could find a better spot for my money. It has gone on to new heights and if I had held it would be a 10X. You will never get the 10 - 20X's if you bail after 2. (OTOH, I sold 40% of my QCOM the first week in January and used the proceeds to increase my JDSU, CREE and NTAP holdings and have not been disappointed in the results. although we are only looking at 2 months.) If you are not familiar with Geof Moore's Gorilla Game Book, I suggest you buy it. Even if you do not decide to be a GG player, it has some excellent explanations about why dominant companies in fast growing markets will command high valuations and keep them for a long time. If you have not dropped in on the GG thread, I invite you to do so. Subject 25851 You will find the people who post there very knowledgeable about investing styles / philosophies an the companies that meet the G&K criteria. (There is this one fellow over there that will entertain the heck out of you, tekboy, just think of him as the court jester. VBG) Good Luck with your decisions. Sunny

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