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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: mtnlady who wrote (33802)	10/25/2000 7:15:05 PM
From: John Stichnoth	Read Replies (1) of 54805

Hi, mtnlady. A fiber question: Do you have a short list of candidates to hold as a basket to play the sector? My list is very close to Dale's--JDSU, NT, and GLW, to which I've added a mini portion of AVNX (a Gilder-discontinuity pick) and would also include CSCO (which you may not agree is an optics play). What's your basket, if you would? Best, John

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