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Technology Stocks : Compaq -- Ignore unavailable to you. Want to Upgrade?

To: The Duke of URL© who wrote (83108)	6/30/2000 7:33:39 AM
From: rudedog	Respond to of 97611

Duke - yes, also have been accumulating JDSU directly. My CIEN play looking good too. But under water on JBL and that big block of CSCO that got put to me. Nose just above the waves on NOK... Looking back, it might have been smart to dump all of the hardware sector stuff and make a bet on the infrastructure guys. But I see INTC as somewhat of a leading indicator, so I think I'll hang tough a little longer on the boxmakers and MSFT.