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Technology Stocks : New Focus, Inc. (NUFO) -- Ignore unavailable to you. Want to Upgrade?

To: pat mudge who wrote (61)	10/25/2000 6:42:04 PM
From: sam	Respond to of 475

I read it during the call. Sure makes things easy to follow. ;) As did your notes of the call. Excellent as always. Thanks, Pat. Let's hope JDSU can do even half as well as NUFO and SDLI. BTW, did NUFO beat the Street by a penny (as Briefing.com reported)? Or $.11 (as everyone else reported). Not that it really matters much. Just curious. Lastly, here's JCA's website. jcatech.com Curious what u think of their product mix.

To: pat mudge who wrote (61)	11/11/2000 3:29:03 AM
From: trilobyte	Read Replies (2) \| Respond to of 475

Dear Pat, vision.yahoo.com a brief comment tonight by an analyst stating that NUFO sees no slow-down in demand as of last week... sheesh, the market sure doesn't think so and I'm already paying for my haste to buy in --at 47 yesterday, hoping that the sell-before-the-lockout was overdone. Obviously not! It's been quite quiet here for the last while: any news or opinions regarding this company you might share with the thread? What do you feel is there main competitive advantage? I was reading through the NUFO post tonight and found the ones you wrote particularly interesting. This prompted me to read more of your posts on the JDU thread in particular and found out that you invested (unfortunately!) in many of the same companies my wife did (GSLI, EMKR, KOPN). You may be intrigued by her latest find: UTCI --we missed CREE last year. Of the companies you discuss recently, the one that you mention that most intrigued me was VRTA. I'll read up on it soon as 20$ look pretty cheap. Thanks again for your informative optical component/network sector posts. Trilobyte p.s. we just left San Diego to settle down where I grew up, in the optical hotbead that is Ottawa...