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To: Geof Hollingsworth who wrote (3896)	2/29/2000 4:45:00 PM
From: Jill	Read Replies (1) \| Respond to of 8096

Geof, why do you see it as an either/or......I don't. It's not like there's one choice. As ed pointed out in his excellent post this a.m. Nobody I know has sold JDSU in order to buy GLW. They simply have invested in this sector. Nobody's disputing the vision behind JDSU...or saying that GLW is going to become a JDSU, just that in such a hot sector with such high demand, it's currently still a bit of a sleeper (although it's stock has gone way up this year comparatively). Anyway, each to his own diversification strategy. T2 has one of the most phenomenal stories I've ever heard in terms of investing. He does his DD and he's definitely worth listening to.