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Technology Stocks : Network Appliance -- Ignore unavailable to you. Want to Upgrade?

To: Len who wrote (1928)	12/27/1999 9:38:00 PM
From: DownSouth	Read Replies (3) \| Respond to of 10934

OTOT I think JDSU has a very good 2000 ahead for us. I won't look beyond that, because we have not been able to determine if JDSU has any real barriers to entry. A LU or NT could rise become a real competitor to JDSU, so I am holding JDSU lightly and will dump it quickly if their relative market position is clearly threatened. That will not be the case in 2000, imo, and I would be disappointed if JDSU only doubled next year. Just my opinion, of course.