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To: 16yearcycle who wrote (1603)9/22/2000 9:49:27 AM
From: Bill Harmond  Respond to of 57684
 
Bought Tvia @ 17 7/8.

BTW, Bookham may turn out to be JDSU's nightmare.



To: 16yearcycle who wrote (1603)9/22/2000 10:45:02 AM
From: Tom Kearney  Read Replies (1) | Respond to of 57684
 
IDTI, down nearly 10% is especially interesting now. Thought of as a PC stock, perhaps (if they are thought of at all), as we saw, they have been moving to communications chips for a while and are very profitable. With a PE of 30, they are growing earnings 100%/yr.

If I got one message loud and clear, and INTC emphasized it more last night, the network IS the computer.

Regards,
Tom


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