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Strategies & Market Trends : Gorilla Game Investing in the eWorld -- Ignore unavailable to you. Want to Upgrade?

To: Apollo who wrote (379)	9/20/1999 10:59:00 AM
From: gdichaz	Respond to of 1817

Snasraway: Thanks for the info on ISLD. By the way, the SI ISLD thread is fairly active and informative - you might wish to look. Note: I know so little about this stuff I thought the two new initiatives were B2C and you call ISLD B2B (which on thinking about it, it is) - so what is the partnership? These labels are going to be difficult I see. Well, so much for "classification" Re you questions on fiberoptics companies. Buy all three. GRIN ! JDSU is the big fish in the pond. It is the king in my One Gorilla, One King and One Significant Other game on the other thread. (Have owned for some time - pleased with that) But, if you look at my earlier G&K posts, I pointed out that SDLI is a fine company with excellent prospects (and I own it). It's specialty is under water fiber widgets and they are selling like hotcakes. HLIT is a bit of a sleeper. Probably has the most exciting future of the three. A flyer so far and likely to continue so. (and I own it too) HLIT is a step up the chain. Not a widget supplier like JDSU and SDLI but a system supplier. The fun is that its sales are exploding in both cable and satellite - two entirely separate subsidiaries and operations. Well worth DD IMO. Is this of any help? At least I am clear, no? All this assumes (correctly I am sure) that you are not about to take anything I might say and act on it but that you might wish to take at look at these companies, do some research, think, and then decide depending on your own situation and priorities to act or not. Cha2