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Technology Stocks : LAST MILE TECHNOLOGIES - Let's Discuss Them Here

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To: Rob S. who wrote (11137)4/27/2001 6:11:38 PM
From: rich evans  Read Replies (1) of 12823
 
Rob, Here is an article about a very smart guy who started JDSU. He agrees with you ( I think) and with our friend from Prague about broadband access. With the market coming back nicely, I think the key is to choose the right companies for the next wave. I wish I knew what? What this and other threads teach me is: " I don't know I am afraid." I have loaded up on SANM and another FLEX and JBL which make stuff for others so I don't have to guess who will be the tech and product winners as long as they outsource.

lightreading.com

Rich
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