JDS Uniphase (JDSU) Message Board

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Technology Stocks : JDS Uniphase (JDSU)

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To: Wizard who wrote (391)	6/16/1999 4:11:00 PM
From: Bulldozer	Read Replies (2) of 24042

Wizard - nope. These stocks will just keep going and return at least 100% per year. :-) Seriously, I'm sure the market will hit them, along with everyone else, at some point. But we can't call the market. We can make educated decisions on where certain industries are heading and who supplies the products to get them there. And in my mind, there are few industries in the world better positioned than comm ICs which will supply the re-structuring of one of the largest industries in the world - communications. And within comm ICs, I'm pretty confident we own the best companies in the world. So its rather simple - when they decline due to external factors - we simply buy more. BD

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