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Strategies & Market Trends : Rande Is . . . HOME -- Ignore unavailable to you. Want to Upgrade?

To: Rande Is who wrote (11245)	8/26/1999 11:22:00 AM
From: David Helms	Read Replies (1) \| Respond to of 57584

Hey rande... Can't seem to access your outpacers list...I see others are have a similar problem!!! Dave!

To: Rande Is who wrote (11245)	8/26/1999 12:06:00 PM
From: Prunella	Respond to of 57584

Thanks Rande, I'm watching. Bought T today.

To: Rande Is who wrote (11245)	8/26/1999 1:44:00 PM
From: DlphcOracl	Read Replies (2) \| Respond to of 57584

Rande Is: "Better than broadband." There is one sector that I think will outperform broadband players over the next year, and that is: photonic (fiberoptic) equipment suppliers,. The top-tier names is this space are :JDS Uniphase (JDSU),E-Tek Dynamics (ETEK), Ciena (CIEN), SDL (SDLI), Optical Coating Laboratories (OCLI). Cisco's purchase of Cerent today merely validates this thesis. A brief look at the YTD returns of these stocks should convince thread readers that they might want start or build a basket of these stocks. Although they are not cheap, neither are broadband stocks.