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Strategies & Market Trends : Cents and Sensibility - Kimberly and Friends' Consortium -- Ignore unavailable to you. Want to Upgrade?

To: Jane4IceCream who wrote (90284)	3/29/2000 7:23:00 PM
From: wannaBrich	Respond to of 108040

JDSU: is one of my core holdings for the long term. I do not look at the price of this stock everyday. May be once a month. The only question I have is, they are in the fiber optic components business and their revenue stream is probably well defined by now and may be plataued (Sp??) So there may not be any spectacular increases in stock price any more, unless (there has to be an unless), they come up with a super high speed switch or something. IMHO

To: Jane4IceCream who wrote (90284)	3/29/2000 8:56:00 PM
From: gizmo&jack	Read Replies (1) \| Respond to of 108040

Jane, JDSU is obviously a superstar. I was very late to the party on this one, however. Now, I may consider it, but it is almost like CSCO to me. Sure it will be safe and make you money over time, but its valuation is so high already, I wonder how tremendous the upside is. You notice in the stocks that I already own right now, WEBM, SLAB, and ASIA, that they may be riskier than JDSU, all have the potential to triple or more imo this year (and if someone forced me to make a bet right now, I would bet that they all will at least triple). ASIA, in particular, was a gift today. The CEO interview was just outstanding. This company really blows me away. 100% market share in Chinese internet backbone. Leader in every Chinese province following deregulation. Intelligent investors were so lucky that today was such an awful day in the market or ASIA would have blown its top and hit triple digits again (and SLAB certainly would have closed in triple digits). At 100X revenues, ASIA market cap is less than 50% of what it should be right now. And that is based on '99 revenues. This company is going to grow by leaps and bounds in 2000 and 2001. This is why I am diversifying very little these days and being very selective. Last year I got hurt sometimes because I diversified just for diversification's sake. But why buy mediocre stocks when I can just buy more ASIA. This will be like printing money. I will, however, keep a portfolio of 3-5 stocks at any given time just to be somewhat safe. Which means I have room right now for 1 or 2 more. Which is why I have about 40-50% cash right now and am licking my chops more each day. Whose got the best idea out there?