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Technology Stocks : DWDM - Dense Wave Division Multiplexing
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To: James Fulop who wrote (2)9/5/1999 11:30:00 PM
From: Harlock  Read Replies (1) of 27
 
Proton, James,

Welcome aboard ! I started this thread so long ago that I had forgotten all about it. Your posts may have come at an auspicious time, as I have some new stocks to add to the list. One, Lumenon (OTC/BB:LUMM) I recently bought a small position in. There is an excellent thread here on SI for this stock. The technology seems truly extraordinary. It is also beyond my ability to really evaluate, but CISCO seems pretty interested in the company, and that's good enough for me. The other is GAEO (not to be confused with GALT). Galeleo has new management, new product focus, and has run up recently on news of sales of DWDM Optical Filters. I would welcome your opinions on this one especially as I am undecided. I like the way my I'm positioned now and would have to sell something I like to make room in my portfolio for GAEO. The recent star in DWDM, as I'm sure you are aware, is Harmonic (HLIT), which has had a spectacular run this year. They have an innovative DWDM solution for coax cable featuring "DWDM to the node" in the return path in CATV systems, and have benefited from AT&T's purchase of TCI. T is their biggest customer and sales to T are expected to increase.

Look forward to hearing from you.

HArlock
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