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Technology Stocks : ADC Telecommunications -- Ignore unavailable to you. Want to Upgrade?

To: BWAC who wrote (1170)	10/20/2000 11:08:40 AM
From: Jay Mowery	Read Replies (1) \| Respond to of 1944

BWAC & Bosco, Glad it made some sense. The other things I've been lookin' at are the 1 to 2 Billion dollar outfits that have one main product. They make a mistake and they get slaughtered! Then the other end of the spectrum is IE: LU. These guys are a spin off of T and have been really hammered also. Another guess on my part. The reason for slaughterin' the little guys is self explainatory. Noe LU? At present it's about a 70 billion dollar market cap. But when you look at where they came from?? I think what has hurt them is simply this: They brought the AT&T attitude with them and it has finally caught up. So..............They're gettin' hammered along with everyone. CSCO has but less. Why?? Possible the company and John What's his names attitude about doin' business?? ADCT has been beaten up but have they quit bein' on the lookout for good aquisitions?? Doesn't appear so to me anyway. I see the moves they've made as Good Defense! The cover of : Cable,DLS,Wireless, and Fiber and the agreement thing they did the other on the MEMS stuff??? Granted on any given day someone can get taken out! But I don't see them doin' dumb stuff or thinkin' they can't be stopped. OK! Enough babblin'! I gotta go out for a bit. Like ya'll I just see these guys as a possible major player. BUT: None of this stuff is gonna happen by next Tuesday! Much to my Dismay too! :-) YBJay