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Technology Stocks : JDS Uniphase (JDSU)

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To: Boplicity who wrote (4017)1/7/2000 4:35:00 PM
From: 007  Read Replies (1) of 24042
 
What you thinking Greg? I added this morning some more JDSU and am only one forth the position of QCOM. Right now I don't want to be half and half, but 1/3 and 2/3 (I don't mean of the whole portfolio just comparing the two to each other)would be ok. I just hate selling any QCOM for JDSU. Like someone said one diamond for another diamond.

M. Solum

ps. You have to save some serious room for BRCM too. ;-)
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