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Non-Tech : The Critical Investing Workshop

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To: RR who wrote (26053)	7/20/2000 3:27:57 PM
From: Nichols	Read Replies (2) of 35685

RR- Short term, JDSU looks great. Next 6 trading days should be intersting. With the SDLI deal, long term looks even better. Of course, SDLI hurting JDSU's price a bit right now, but for us LTB&H, we will look back on this past year, shake our heads when we realize the Uniphase, ETEK and SDLI, the 2nd, 3rd and 4th largest competitors were swallowd up in such a short period. We will look back and tell ourselves how obvious it should have been to spot this 800 pound Gorilla in the making. Is there a "safer" investment out there (besides storage-EMC/NTAP perhaps) for the next 5 years for upside potential with limited downside risk? Anyone?

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