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

To: Guy Gordon who wrote (7786)	3/17/2000 10:05:00 AM
From: Bretsky	Respond to of 24042

Hey Guy, Thanks for all your views regarding JDSU as you've helped me in the past. Since you are my favorite TA guy in SI, I thought I'd ask if you track NOK, RFMD, and/or TXN. I'm thinking of establishing initial positions in each of them and looking for a nice entry point. Thanks in advance for any comments, Bretsky

To: Guy Gordon who wrote (7786)	3/17/2000 12:04:00 PM
From: Kayaker	Respond to of 24042

Pardon while I swipe a snippet from your post on the AMCC board. Much of AMCC's recent growth has been powered by its relationship with Nortek Bendush said. "One of the things we tell investors is that probably the single largest risk to our stock is the concentration with Nortel." In the most recent quarter, Nortel represented 40 percent of AMCC's revenue, compared with 25 percent a year ago. "What's happening is that Nortel's been extremely successful in their optics business," Bendush said, noting that Nortel's sales in that sector grew from $1 billion in 1998 to $3 billion last year, with forecasts of $9 billion to $10 billion this year. Alcatel and Marconi are AMCC's next-largest customers. Message 13226588