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

To: MulhollandDrive who wrote (4025)	1/7/2000 4:48:00 PM
From: jmanvegas	Read Replies (1) \| Respond to of 24042

bp: I own all three. (eom)

To: MulhollandDrive who wrote (4025)	1/7/2000 6:49:00 PM
From: MileHigh	Read Replies (1) \| Respond to of 24042

Hello bp, I was just talking about this with someone. My thinking is that if this sector is WHITE HOT and capacity constrained (both verified by LU last night) then I would prefer to hold the strongest of the group because the carriers (T, WCOM, GBLX, etc..) will want to secure long standing and secure relationships with that company that has the ability to scale rapidly during the hyper growth stage. Price is not the issue right now, supply is. This is not to say anything negative re SDLI and ETEK. There is plenty to go around. I just prefer to stay with the leader... Regards and good to see you around, MileHigh