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

To: Ed Frye who wrote (968)	8/25/1998 11:45:00 PM
From: Jay8088	Respond to of 1261

Thanks. Certainly George Gilder, having coined the term 'telecosm', should know something about who has the breakthru technology in this area. However given its high valuation, I plan to accumulate in small amounts. The stock has already risen 30 folds since IPO. So it is not exactly undiscovered!

To: Ed Frye who wrote (968)	8/27/1998 12:52:00 AM
From: Jay8088	Read Replies (2) \| Respond to of 1261

LU vs. UNPH It is curious that George Gilder picked a relatively small UNPH as the 'intel' of optoelectronics and not LU. I would imagine LU would be a easier choice given its research muscle and Gorilla game dominance. Why did Gilder pick UNPH instead? He must be pretty bullish on UNPH's patent portfolio? Any comments?