Gorilla and King Portfolio Candidates Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Strategies & Market Trends : Gorilla and King Portfolio Candidates

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Tony Viola who wrote (1153)	4/6/1999 7:39:00 PM
From: davidm	Read Replies (2) of 54805

I need help figuring out UNPH. I have nine stocks in my IRA portfolio (hell, almost a mutual fund) and need some insight into UNPH. From what I have read, they provide the WDM equipment components for the manufacturers like Lucent providing equipment to the telco's, LECs, CLECs, etc, etc. Why is UNPH such a "hot" stock? Why would I want to consider adding it to my existing stable? Finally, in your opinion, if you had to drop one of the following for UNPH, which would you drop? Keep in mind that this portfolio has returned approximately 40% YTD. America Online (165 shares) Cisco (225) Dell (200) EMC (175) Lucent (200) Tellabs (100) MCI Worldcom (100) Veritas Software (100) Qualcomm (75) I look forward to reading everyone's suggestion. Thanks for your insight and consideration.

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next