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Technology Stocks : UNPH _ Uniphase
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To: Ed Frye who wrote (968)8/27/1998 12:52:00 AM
From: Jay8088  Read Replies (2) of 1261
 
LU vs. UNPH It is curious that George Gilder picked a relatively small UNPH as the 'intel' of optoelectronics and not LU. I would imagine LU would be a easier choice given its research muscle and Gorilla game dominance. Why did Gilder pick UNPH instead? He must be pretty bullish on UNPH's patent portfolio? Any comments?
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