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To: freeus who wrote (21383)6/4/2000 12:51:00 AM
From: Boplicity  Read Replies (1) | Respond to of 35685
 
I can't pick right now, they have ran far in short time frame, I would be inclined to watch the action monday. It might be best to make a small bet in the AM monday and add to it if the market show staying power. If I was going to add to any or make a new investment, it would be in the optical and backbone sector or a company that sells chips for the broadband use. JNPR, RBAK, SCMR, JDSU, BRCM, PMCS are the stand outs. I would stay away from SDLI till it dropped some and found support. I need proof that SDLI has more legs. SDLI has broken out and is making new highs that in itself is amazing given the market condition. ALso, SDLI it looked to me to of hit a wall of sorts on Friday. SO if I was going to pick from the above stocks I would pick, BRCM and JDSU, while keeping and eye on SDLI and JNPR. That said, I made a rather large investment in VRSN during last week, and added to it on Friday, so if VRSN show signs of staying power, I will be adding to it on Monday.

Greg

ps, then there is AETH and BVSN, on and on and on. there is just so many that can be bought. I would concentrate on and companies are providing the tools for the new economy, you want to stay away from the users of the tools.