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

To: jhg_in_kc who wrote (1688)6/19/2001 7:02:48 PM
From: gbh  Read Replies (2) | Respond to of 3294
 
Unfortunately, Sagawa is probably right. Not sure I like his sector picks, but his long-term forecast of 10% growth from a much lower base is indeed dire.

Did anyone see Joe Nacchio of Q on CNBC? Basically, told the whole story of fiber in about 10 minutes. I continue to believe that the service providers will hold the upper hand going forward, and will probably provide much better investment opportunities for the next 5 years.


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