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Strategies & Market Trends : Gorilla and King Portfolio Candidates -- Ignore unavailable to you. Want to Upgrade?

To: tekboy who wrote (27578)	7/10/2000 4:01:05 AM
From: LindyBill	Read Replies (1) \| Respond to of 54805

this has made me more interested than I was in the history of technological innovation as well. I have to restrain myself from putting more about this on the tread, as it is a passion of mine. The story of "Longitude" on A&E is a terrific one, although I think it would have been better if they had left out the modern part, and stayed with the back story. The development of an accurate maritime clock to be used to determine longitude was so simple an idea that the bureaucrats of the the time derided it. If you wonder at how fast we are moving, realize how recent the Longitude story was, and then look at 12 year old Boy Scouts walking around in the forests today, with a fairly cheap belt device that can give them an accurate global position within a few hundred feet. RE: JDSU I got in at the high point of JDSU, and am just now even on it. I am still down over 30% on Sandisk, ELON, and GMST, but I think I will be in the green on these by the end of the year. If not, by, by!!

To: tekboy who wrote (27578)	7/10/2000 7:21:48 AM
From: gdichaz	Respond to of 54805

tekboy: Agree. A major benefit I find in high tech investing is that for me learning about the technologies and trying to keep up with them is a stimulating intellectual exercise as well as simple prudence for high tech investing. In fact, as you can see from my interchanges with Eric L here, my interest goes deep into the basics which are probably not absolutely essential from an investment standpoint but which are fascinating to learn. There is something to be said for learning for its own sake. Best. Cha2 ...

To: tekboy who wrote (27578)	7/14/2000 9:39:33 PM
From: Rick	Read Replies (1) \| Respond to of 54805

PS Check this out--JDSU now the fourth largest company in the Naz 100. Even a newbie like me can remember screaming about it last fall to all and sundry and having them blankly go, "Huh?" There is an interesting short article on JDSU in the latest copy of the Economist. I'll try to copy a couple of paragraphs of it onto the thread this weekend. The main point was that there is a glut of manufacturing capacity in the fiber optic field. And that while there may be an explosion in demand over the next few years, the Economist didn't see a way around the last mile problem [unless it is some type of wireless (!)] - Fred