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Politics : Formerly About Applied Materials
AMAT 228.45-2.8%2:09 PM EST

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To: Proud_Infidel who wrote (52749)9/21/2001 10:56:21 AM
From: robert b furman  Read Replies (1) of 70976
 
Hi Brian,

Your average is admirably lower on INTT than mine . ERGH

If you like GLW ,I might spam KVHI. It has a defense business that is differentiating it from fiber optic pure plays and it is a component maker with 20 years of experience and many patents.

I would value your input - as it is my largest holding and I believe of incredible potential.

My JDSU is underwater a little and looks like mid 5's is the bottom trough??

Bob

Bob
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