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Technology Stocks : JDS Uniphase (JDSU) -- Ignore unavailable to you. Want to Upgrade?

To: michael97123 who wrote (20452)	6/15/2001 2:15:05 PM
From: robert b furman	Respond to of 24042

Hi Mike, SBSE is a little known hi tech electronics manufacturer.They produce embedded bus boards which are used in the bandwidth buildout by the rboc ( the baby bells). They very diversified into avionics,industrial computers(an as yet not matured idustry. They are currently building design awards received in 1999. They view a design awrd as a project that will generate at least a half million dollars worth of business.Their growth last 1/4 was only 1% down from their record first quarter and 62 % above the same time last year.Sort of like an unknown Solectron that concentrates in the communications industry long term infrastructure. The main reason I am allocating funds to them is I think they are in the only longterm growth left in communication,short of technology advancements of course.In particular what i realy like about them is their broad many industry diversification. My portfolio is concentrated in very cyclical companies and I only invest in technology. Diversification in technology is tough - especially when I don't know squat about biotech or medicine. I would like your opinion on Sbse - I think you might like it. Bob