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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: voop who wrote (20593)3/18/2000 2:46:00 PM
From: npiwovar  Read Replies (3) of 54805
 
Voop,
I see you've been following LPTHA as I have. They are certainly no gorilla candidate at this point but everyone following the tech stocks should know how important the optical switches are.As yet no one has produced an all optical switch.There is a nice article on this at www.lightreading.com. Also it is worth reading post 15120 on the Yahoo Lightpath message board from a guy who attended the OFC in Baltimore a couple of weeks ago.I believe we are going to be reading more and more about optical switches in the near future.The more we understand about them the better we will be able to evaluate JDSU, Lucent, CSCO, etcetera and their moves in this area.Unfortunately, I'm a medical guy and only starting to understand this field.
Neil
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