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Technology Stocks : JDS Uniphase (JDSU) -- Ignore unavailable to you. Want to Upgrade?

To: Bulldozer who wrote (1614)	11/3/1999 8:14:00 AM
From: Lynn	Read Replies (1) \| Respond to of 24042

Good morning, BD. I like what I see in JDSU, have a buy order in for some shares, but I always watch companies where a large percentage of their business is from another company like a hawk. Right now, 17% of JDSU's sales are to NT: "Nortel, which buys components from JDS that go into its network gear, now represents 17 percent of JDS sales, up from 10 percent last year." This is taken from a news item from Monday that is glowing in everything it says about both NT and JDSU: biz.yahoo.com 17%, however, is one huge chunk of business for any one customer. Lynn '

To: Bulldozer who wrote (1614)	11/3/1999 8:22:00 AM
From: Drake	Respond to of 24042

BD, you are probably my 'absolute favorite' person on any thread, and I truly appreciate your "always watching and analyzing" -- one of the KEY reasons for my success in investing. The Good Lord has blessed us all with you. Your pal, dc

To: Bulldozer who wrote (1614)	11/3/1999 3:47:00 PM
From: Hank Stamper	Read Replies (1) \| Respond to of 24042

Bulldozer, "But I don't love it enough to be blind to risks. They do have competition, they do have execution risks, they do have capacity and yield risks etc. etc. " I have written similar sentiments here, beginning 900% ago. Usually, the day after I wrote my comments (and took terrible licks here for being an uninspired investment fogy or brain addled by pulp mill fumes <g>) the price went up another 10% or more. Look what you wrote and look at the jump today!!! Don't you get it? There IS no risk in a stock with this much momentum and the price history over the last year proves it. <tone of irony> Ciao, David Todtman