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To: djia101362 who wrote (16932)	4/29/2000 8:03:00 AM
From: unclewest	Respond to of 35685

I'd like to hear your thoughts on stocks like JDSU, QCOM, and NTAP. i prefer tech companies that are growing revenues 40% or better. then i look at the whether or not they are accelerating or declining...then a pe and p/s look and comparison to similar companies. jdsu at 400% growth can be bought at almost any price. qcom with declining revenues and a few quarters flat projection by the ceo...does not meet my standards right now. except as a limited risk investment. yes i know why revs are down...but down they are. generally i will immediately sell any tech stock i have that shows 2 quarters of declining revenues for any reason. ntap with about 90% revenue growth and acceleration is another good one. i do not feel like i am arguing with you...just discussing. i am not hung up on that 40% rule...i will take risk positions in others....example gstrf...first buy a few days ago at 9 3/16....told myself at 7 i am out... took limited risk...for large potential....fortunately so far the stock quit sinking at 9 and the rebound began. i will buy a high yield big cap occasionally too...i.e. got some NI a coupla months ago at 13 with (at the time) 8+% yield for the ira...i am familiar with nipsco and thought it was a steal. now over 18 and i still have that 8% yield to collect.