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

To: BDR who wrote (31352)9/10/2000 2:15:41 PM
From: LindyBill  Read Replies (1) | Respond to of 54805
 
I can't see less demand for optical in the next 5 years, and, for all of our long term hold talk, most of us would be happy to hold that long and then have to move. It certainly won't be a sudden collapse that we can't see coming.

BTW, the friday drop on telecom shows the weakness of being out of Gorillas and Kings, and in shiny pebbles. Take a look at the difference in drop between Cisco and Juniper.


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