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Strategies & Market Trends : Gorilla and King Portfolio Candidates -- Ignore unavailable to you. Want to Upgrade?

To: mariner who wrote (2153)	5/23/1999 1:57:00 PM
From: gdichaz	Respond to of 54805

To Mariner: Bought VISX way too early. Since I tend to see opportunities technologically and look for leaders, that happens. But sometimes early is better. :-) But I sold during the carnage when when the big government guns were trained on the medical supply industry - biotechs and medical equipment - in 1963. Maybe time for another look. At the time I owned some competition to Visix as well. Curious how that field is now. Agree that JDS/Uniphase is a king candidate if not a king already. Except for NT's competition, no larger guys to my knowledge And both LU and NT buy. Even SDLI buys some JDS passive equip as I understand. Who do you see as most competitive to JDS/Uniphase? Chaz too