Silicon Investor (SI) -- The First Internet Community

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To: SecularBull who wrote (1677)	1/25/2000 1:17:00 PM
From: RocketMan	Read Replies (1) \| Respond to of 8096

Thanks. Surprised JDSU is not on your list. Where would you place JDSU in that list?

To: SecularBull who wrote (1677)	1/25/2000 1:19:00 PM
From: SecularBull	Respond to of 8096

JDSU is a smaller portion of my portfolio. I wish that I owned more, but I don't. I guess rather than betting on the come, I bet on the sure thing... The information superhighway that will deliver the goods. Too many people want to compete with the component manufacturers (since it is easier to do so). The networks are much more capital intensive, and therefore fewer players will dominate the market. I'd rather own these princes for many years to come, than the gorilla or king that can be displaced by competition (much easier). Regards, LoF LoF