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Technology Stocks : Optical Networks and Components, DWDM and Tunable Lasers

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To: BDR who wrote (166)	3/4/2000 9:38:00 AM
From: BDR	Read Replies (2) of 275

Two whole weeks have passed since I started the portfolio of stocks mentioned here: siliconinvestor.com Two weeks is a long time in this market (kind of like figuring out how old your dog is in dog years) and the portfolio is up nearly 26%. Two players have triple digit returns, IIVI and DIGL. Two more have better than 50% growth, MRVC and SPLI. Out of 43 only 7 are down, ALA, AARC, CDT, FBCE, IFCI, IMPT and OPTC. Does anyone see any trends here, lessons to be learned?

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