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Strategies & Market Trends : VOLTAIRE'S PORCH-MODERATED -- Ignore unavailable to you. Want to Upgrade?

To: invictus who wrote (8274)	10/17/2000 1:37:18 AM
From: Jim Willie CB	Respond to of 65232

top five picks: but time to buy is perhaps not now more JDSU -- it is dead on its back lifting its head, with total domination of the fiberoptic component side lots of CIEN -- huge backlog and huge orders coming, nipping at Nortel's heels in fiberoptic full solution integration, and a highly competitive multiplexer some EXTR -- in midst of hypergrowth for a few qtrs, as gigabit networkers are cruising in fast lane, reminds me of Juniper 18 months ago HAND -- undercutting Palm with better products, at lower price, led by PalmTop founders BEAS -- could be hyperbolic as it dominates website-to-operations software connectivity list seem familiar? only difference is a HAND-job on that bad can of beer named Qualcomm / Jim CubeRoot AnalFixHated