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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: mtnlady who wrote (21291)3/24/2000 9:04:00 PM
From: stomper  Read Replies (1) of 54805
 
OT: mtnlady,

Since fiber optic is your proclaimed area of interest, I would be interested in your opinion on Marconi, PLC (the spin-off of Bristish defense giant GEC). They have had some very nice contract wins here in the states and are rumoured to be going for a U.S. listing 2nd or 3rd quarter.

Have held the ADR's since the spin-off and am always interested in others opinions who are knowledgable about the optics game. TIA,

-dave
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