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Technology Stocks : UNPH _ Uniphase -- Ignore unavailable to you. Want to Upgrade?

To: fred woodall who wrote (959)	8/15/1998 9:17:00 PM
From: JMD	Read Replies (1) \| Respond to of 1261

fred, fascinating and that's why there are horseraces as they say. I sold LU recently to spread into smaller companies, primarily because I thought/think LU had gotten ahead of itself [just like TLAB when it was in the 90's] and also because its harder to make a $100 B company a $300 B company than it is to make a $20 B C. a $100 B company. FWIW, I bought CIEN in the AM and in the PM. If you're still of a mind to change your mind, suggest you listen to the TLAB/CIEN CC. A 20% wipe-out of market cap for these reasons just makes me a happy guy. Been wrong before though, god knows. Best regards, Mike Doyle