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

To: Proud_Infidel who wrote (2169)8/7/2001 5:02:54 PM
From: pat mudge  Respond to of 3294
 
JDS Uniphase (JDSU:Nasdaq - news - commentary).

Landis: A couple years ago ... people began referring to them as the Intel of photonics. They could still be that. The rate of innovation in fiber-optic components is, I expect, going to be very high over the next decade.

The way you manufacture those components, and the level of integration for those components is still very primitive, so they've got a long road to go. That said, there are many possibilities along that road.

I would say the one word for them is opportunity.



I have a lot of respect for Kevin Landis. Good to see his positive comments.

Pat



To: Proud_Infidel who wrote (2169)8/8/2001 3:34:36 AM
From: marginnayan  Read Replies (1) | Respond to of 3294
 
Landis: Our investors have, by and large, been very disciplined and stuck with us. We've been encouraged by how light the outflows have been. It's really just on the order of maybe a percent or two.

Last year, sometime around this time, FirstHand had about 7 Billion in assets.
This year the fund company has about 3-4 Billion in assets.

Appears no body, including one of the smartest tech fund manager, is immune from this tech debacle.


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