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

To: Panita who wrote (15718)	11/25/1999 11:06:00 AM
From: Rande Is	Read Replies (1) \| Respond to of 57584

Thanks for alerting us to ETEK, Panita. Here is what I said about it and JDSU earlier in the month: Message 11854717 Happy Thanksgiving to you! Rande Is

To: Panita who wrote (15718)	11/25/1999 9:04:00 PM
From: baggo	Read Replies (2) \| Respond to of 57584

Hi Panita, ETEK is the "no respect" f/o play. They've recently had an unlocking of closely held shares. Selling seems to be over. The blocks the past two days is impressive. JDSU,SDLI,ETEK all are monster stocks. F/O can grow 100% annually for the next ten years, and I feel ETEK is the most undervalued of the three. ETEK is capacity restrained; they sell everything they can produce. Check out the hirings in the past 3 months or so. Also the increase in manufacturing space. ETEK + SDLI = JDSU Also note ETEK is a less mature company than the other two- reason for lesser institutional ownership methinks. Very long ETEK. ORTL,LPTHA,DIGL,VARL( a big fav of mine- VARL sells to JDSU),CCBL,FIBR all have F/O twists. Good luck all, BRICE