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To: fedhead who wrote (20103)4/1/2004 11:29:35 PM
From: Bill Harmond  Read Replies (1) | Respond to of 57684
 
NVTL's key customer in the Dow, too.



To: fedhead who wrote (20103)4/1/2004 11:29:35 PM
From: Bill Harmond  Respond to of 57684
 
Yes! Own both, but less SWIR.



To: fedhead who wrote (20103)4/2/2004 12:31:22 PM
From: Bill Harmond  Read Replies (1) | Respond to of 57684
 
Telecom equipment components looking interesting. JDSU & AVNX. BRCM is probably the grand daddy.



To: fedhead who wrote (20103)4/2/2004 12:43:59 PM
From: Bill Harmond  Respond to of 57684
 
Bought a really small stake in IPIX until I figure it out better. Not sure how real it is other than the web Panorama stuff.

biz.yahoo.com