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Technology Stocks : SDLI - JDSU transition -- Ignore unavailable to you. Want to Upgrade?

To: tripperd2 who wrote (707)	3/12/2001 10:46:12 PM
From: pat mudge	Respond to of 3294

Could you please ask about EMKR while you are there. They have held up relatively well during the froth-my laymen's read is that they will be very big in last mile stuff. Any opinion? Absolutely. The equipment makers are high on my list. If they're still selling, then we know the factories aren't sitting empty and companies like JDSU are still increasing capacity. My daughter took my laptop (after losing 20 pp of her senior thesis using her roommate's) so I'll have to find an Internet connection at the show to make my reports. Or borrow a friend's. I'm sure I'll find some way. . . Pat