JDS Uniphase, Qualcomm Liked by MetaMarkets,
Barron's Says
By Andy Peters
South San Francisco, California, Feb. 26 (Bloomberg) -- JDS
Uniphase Corp. and Qualcomm Inc. are the Intel Corp. and Microsoft
Corp. of ''this next phase of the New Economy,'' MetaMarkets
Investments managers Donald Luskin, Davis Nadig and Maurice
Werdegar told Barron's, because JDS Uniphase makes products that
let more information travel through networks and Qualcomm controls
the operating system for wireless. The South San Francisco,
California-based firm posts its entire $28 million portfolio on
its Internet site, www.openfund.com, along with every trade. The
managers also like PE Corp.'s Celera Genomics Group, Globalstar
Telecommunications Ltd., Terayon Communication Systems Inc., Wave
Systems Corp., Electric Fuel Corp. and Harris & Harris Group Inc.,
Barron's said.
San Jose, California-based JDS Uniphase this month completed
its purchase of Optical Coating Laboratory Inc. for about
$5.7 billion in stock.
(Barron's 2/28 36)
(For Barron's Web site, type BARR .) |
