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Strategies & Market Trends : LastShadow's Position Trading

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To: Judy who wrote (12035)	4/2/1999 11:58:00 AM
From: tech fool	Read Replies (1) of 43080

Judy, I bought UNPH based on a Gilder newsletter I read last year that indicated UNPH would be the INTC of fiber. Gilder seems to call some good technology plays (QWST, GBLX, QCOM), although he calls them 1 or 2 years before they take off. Others have yet to move (CIEN, ATML, NSM). I was watching UNPH last year and it is now a core holding for me. I was shaken out of my QWST, SUNW, QCOM and INTC last fall due to margin problems. I also hold HLIT and BRCM and am thinking about GBLX. Missed QCOM @ 80. What are your thoughts on other fiber companies (eg. GLW)?

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