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Politics : Formerly About Advanced Micro Devices -- Ignore unavailable to you. Want to Upgrade?

To: tejek who wrote (159812)	2/2/2003 2:45:58 PM
From: i-node	Read Replies (1) \| Respond to of 1587931

Is that why you are not interested in JDSU since they are primarily a fiber play? Well, I think they have a greater emphasis on components than GLW does, as well. But it is the same thing -- I tend to prefer diversification over a lack thereof. I must say, I was playing GLW as a mid-term speculation. In the last year, since GLW doesn't look to be doing much, I really decided to move that money to XMSR, which I believe is on the brink of explosive growth and has a business model that can only be classified as a "cash cow" once it hits break even. So I've taken most of my speculation money (which was in GLW and AMSC) and put it in XMSR. I'll buy GLW again when it starts to show signs of life in the fiber business -- I may trade it some in the meantime though.