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


To: Boplicity who wrote (4017)1/7/2000 3:44:00 PM
From: MulhollandDrive  Read Replies (2) | Respond to of 24042
 
ETEK is just flying....

bp



To: Boplicity who wrote (4017)1/7/2000 4:35:00 PM
From: 007  Read Replies (1) | Respond to of 24042
 
What you thinking Greg? I added this morning some more JDSU and am only one forth the position of QCOM. Right now I don't want to be half and half, but 1/3 and 2/3 (I don't mean of the whole portfolio just comparing the two to each other)would be ok. I just hate selling any QCOM for JDSU. Like someone said one diamond for another diamond.

M. Solum

ps. You have to save some serious room for BRCM too. ;-)



To: Boplicity who wrote (4017)1/7/2000 5:11:00 PM
From: John Carragher  Read Replies (1) | Respond to of 24042
 
I would be interest in what you come with on reallocation if you feel its ok to share.. thanks John



To: Boplicity who wrote (4017)1/8/2000 1:46:00 PM
From: Ex-INTCfan  Read Replies (1) | Respond to of 24042
 
I'm thinking of moving a bit of MSFT money, and a bit more DELL into JSDU. Got my feet wet during the pullback, and glad of it. Good industry, and the stock seems to have a lot of strong backers. I need to do a bit more research on the company first, but chances seem good that I'll end up adding to my position.

INTCfan