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


To: Guy Gordon who wrote (6653)2/23/2000 6:57:00 PM
From: SJS  Read Replies (1) | Respond to of 24042
 
Since we're opening up the kimono, as we speak, here's another peak. Since I am sector driven, I'll show by sector:

Optical: JDSU, ETEK, SDLI, SCMR, NT
Comms Chips: PMCS, AMCC, TQNT, RFMD, CNXT, TXCC, BRCM
Wireless: PUMA, XTND, CELL
Chip Equipment: AMAT
Telecom: Q, PHCM
Biotech/Pharm: PFE

Sector FUNDS: (All Fidelity), Electronics, Developing Comms, Comms, Biotech, Technology

I'd like to thank all the smart people I've hung around with on SI for the last 5 years.

Steve



To: Guy Gordon who wrote (6653)2/23/2000 6:59:00 PM
From: Jimbo  Respond to of 24042
 
Guy -- that is one terrific portfolio !! Congrats !