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

To: gdichaz who wrote (2582)	12/6/1999 6:06:00 PM
From: pat mudge	Read Replies (1) \| Respond to of 24042

Chaz -- I had QCOM back when it traded between 36 and 50 with painful regularity. I can't remember why I sold, but fortunately I made SDLI my largest holding (and JDSU my second until they were passed up by VARL), so I've done okay. I also sold PHCM at 90, so clearly I'm not too good at deciding exits. I believe in wireless as strongly as fiber optics and think VARL and Certicom (CIC on TSE) will be great plays in that space. BTW, a wireless access play that's not apparent is CMTO, a cable modem company that's in trials with ATT in the Bay Area right now. You have to smile. There are so many fantastic telecommunications opportunities, you know if you miss one, you'll catch another. Pat