EXPLOSIVE DWDM MARKET-STOCKS Message Board

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Technology Stocks : EXPLOSIVE DWDM MARKET-STOCKS

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To: Andy Yamaguchi who wrote (21)	2/14/2000 6:50:00 PM
From: t2	Read Replies (2) of 27

Andy, Do you know which company is 3rd in passive components. I realize JDSU and ETEK are 1 and 2 in passives. Who is ahead of ADCT in passive components other than DWDMs. I am referring to lesser known names. Any ideas? How hard is it for new companies gain acceptance in DWDMs? I missed Netoptix. I thought about its business and felt it would be taken over but did not buy. Have GLW instead. It is tied for number 1 with JDSU in my holdings. I am holding ADCT now. I want to pick up as many of these smaller companies like ADCT and APAT. The day they get taken over, the stocks should pop. Consolodation in this industry is the game. Even if they are not acquired, any acquisition causing a pop in the lesser known stocks--as it did today.

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