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Non-Tech : The Critical Investing Workshop -- Ignore unavailable to you. Want to Upgrade?

To: Dealer who wrote (32437)	9/8/2000 5:44:25 PM
From: Dealer	Respond to of 35685

JDSU--The Wall Street Transcript Publishes Money Manager Comments on JDS Uniphase NEW YORK--(BUSINESS WIRE)--Sept. 8, 2000--Gordon Henderson, Director and Portfolio Manager at Bonham & Co. Asset Management, examines portfolio management strategies in this timely and deeply informative 4,100-word interview from The Wall Street Transcript (212-952-7433) or twst.com. In a valuable review of investing strategies, Gordon Henderson explains his approach to managing money and offers specific stock recommendations. Henderson reports, ``I generally want to hold between 20 and 25 stocks in the Fund. There is a balance to be maintained between diversification to reduce risk and being able to have a meaningful weighting in the stocks that you do own that allows their movement to have a significant impact on your performance. In addition, I prefer to own a smaller number of companies that we know extremely well and that we are confident in, rather than a larger portfolio whose attributes are less apparent to us.'' Henderson reports on JDS Uniphase (Nasdaq:JDSU - news), ``Whose performance in both fundamental and stock market terms has been tremendous; it's recognized as a leader in its space, and continues to be very aggressive in terms of both its product development and M&A activity.''