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Technology Stocks : Up and coming optical startups
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To: Raymond Duray who wrote (23)10/16/2000 10:08:06 PM
From: Madharry  Read Replies (1) of 84
 
I think LDP Is a great way to play the sector. the company is selling at a discount to its market portfolio and its private investments valued at cost. If you could be a pre-ipo investor in agility, mayan networks, mahi or lightchip would you not jump at the chance? This way you can, and for free you get their annuity and asset management business, and of course their future pipeline. LDP and MRVC are major investments in my portfolio.
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