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Strategies & Market Trends : Gorilla and King Portfolio Candidates -- Ignore unavailable to you. Want to Upgrade?

To: gdichaz who wrote (18808)	2/26/2000 6:19:00 PM
From: gdichaz	Respond to of 54805

The compact version of Ruffian's post on Barron's article on the views of the managers of www.openfund.com Talk : Communications : Qualcomm - Coming Into Buy Range To: Ed Forrest (67969 ) From: Ruffian Saturday, Feb 26 2000 4:58PM ET Reply # of 67972 JDS Uniphase, Qualcomm Liked by MetaMarkets, Barron's Says By Andy Peters South San Francisco, California, Feb. 26 (Bloomberg) -- JDS Uniphase Corp. and Qualcomm Inc. are the Intel Corp. and Microsoft Corp. of ''this next phase of the New Economy,'' MetaMarkets Investments managers Donald Luskin, Davis Nadig and Maurice Werdegar told Barron's, because JDS Uniphase makes products that let more information travel through networks and Qualcomm controls the operating system for wireless. The South San Francisco, California-based firm posts its entire $28 million portfolio on its Internet site, www.openfund.com, along with every trade. The managers also like PE Corp.'s Celera Genomics Group, Globalstar Telecommunications Ltd., Terayon Communication Systems Inc., Wave Systems Corp., Electric Fuel Corp. and Harris & Harris Group Inc., Barron's said. San Jose, California-based JDS Uniphase this month completed its purchase of Optical Coating Laboratory Inc. for about $5.7 billion in stock. (Barron's 2/28 36) (For Barron's Web site, type BARR .)