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

To: StockHawk who wrote (27653)	7/17/2000 9:04:07 PM
From: StockHawk	Respond to of 54805

re: JDSU article. This is a few days old, but I do not think it has been mentioned here. A few excerpts: "To understand how fast and far JDS has been climbing, consider this: In January, we highlighted JDS, E-Tek and SDL as optical companies to watch. When this latest deal closes, they'll all be the same company. " "The two companies want to build a "truly integrated optical circuit on a wafer," said Scifres. That is, they want to create a technology that reads and directs information on a fingernail-size chip, instead of a big module that requires placement in a closet. If such things existed, phone companies would be able to use them to carry more Internet information at higher speeds for lower costs. " "With so many smart people in the same company, Wrona says the merged entity could conceivably dominate communications chips the way Intel (INTC) dominates PC chips. " full story: smartmoney.com StockHawk