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Strategies & Market Trends : Gorilla and King Portfolio Candidates
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To: freeus who wrote (9172)10/29/1999 4:56:00 PM
From: Chadick  Read Replies (2) of 54805
 
David Takata, Technology analyst at Gruntal & Company, was live on Channel 22 Business, Los Angeles. He was just asked at 1:29 PM, "What is your number 1 pick?" His answer was JDSU.

I have seen him all year recommending Uniphase. He said there is more future demand for JDSU products then for Microsoft chips. Phone networks were required to handle a 7% a year increase in voice traffic. The amount of data traffic is doubling every quarter.

Fred
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