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Strategies & Market Trends : Mu Gamma Lambda -- Ignore unavailable to you. Want to Upgrade?

To: Rich1 who wrote (2903)	7/28/2001 8:10:07 PM
From: Jorj X Mckie	Read Replies (1) \| Respond to of 10077

That's the kind of talk I like to hear to announce the bottom. I'll take JDSU and GLW over TARO and MTON. I don't necessarily think that the optical story is ready to rocket to new highs yet. But I do believe that the proliferation of fiber closer and closer to the home is inevitable and the market opportunity there is significant. Obviously the market got way ahead of itself, and I was pretty damn wrong about GLW as an investment last Autumn, but I like it at today's price. I think that the next phase is undercapacity throughout the tech industry. JDSU, GLW, TARO, MTON at Friday's closing price siliconinvestor.com