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


To: mtnlady who wrote (33802)10/25/2000 7:15:05 PM
From: John Stichnoth  Read Replies (1) | Respond to of 54805
 
Hi, mtnlady. A fiber question: Do you have a short list of candidates to hold as a basket to play the sector? My list is very close to Dale's--JDSU, NT, and GLW, to which I've added a mini portion of AVNX (a Gilder-discontinuity pick) and would also include CSCO (which you may not agree is an optics play).

What's your basket, if you would?

Best,
John