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To: DownSouth who wrote (1929)12/28/1999 2:00:00 AM
From: tekboy  Read Replies (1) | Respond to of 10934
 
SEMI OT (cause it actually applies to NTAP too, not just the other G&Ks...)

I no longer even try to predict what these crazy stocks will do in the future. I mean, if we get what would be an incredibly great return by normal standards, we'll be disappointed. But if we give voice to what our inner bull says, especially after the last couple of months, we seem bonkers even to ourselves. So, yeah, a portfolio double for Y2K is a nice, solid, safe prediction.

bubbleboy@byMay!.com



To: DownSouth who wrote (1929)12/28/1999 11:44:00 AM
From: Chris O'Connor  Read Replies (1) | Respond to of 10934
 
OT I think the reason why JDSU is such a great stock to own is beause of its HIGH barriers to entry. Check out post 3396 on the JDSU thread. It links you to an article that will explain some of the barriers that exist.

I can't believe I've finally found something that you might be wrong about DS. Check it out and tell me what you think over on the JDSU board.



To: DownSouth who wrote (1929)12/28/1999 1:31:00 PM
From: Hanney Yin  Read Replies (1) | Respond to of 10934
 
Isn't that true JDSU/ETEK provide fiber raw materials to equipment maker NT/LU etc which provide their product to LEVT/QWST/Williams/Global crossing etc which provide their products to TELCO wcom/T/sprint...

In that sense, JUSU has a different market from NT and LU.

pls advise.

Thanks