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

To: Tlac who wrote (2362)	5/31/1999 5:54:00 PM
From: gdichaz	Read Replies (2) \| Respond to of 54805

To Kelly: As you no doubt know, there are UNPH and JDS Fitel threads on SI as well as a thread on JDS Uniphase. But they are only "active" on a spotty basis and the depth there (specifically discussion of the technologies) is not great. I find the SI "Last Mile" thread helpful as are (oddly perhaps) the Ciena, NT, and LU threads. And the operating company threads such as Globalcrossing, Level 3 and QWest have useful posts. Fiberoptics is so new that its scope is underappreciated IMO. Perhaps you could start a thread that would have an emphasis on the fiberoptics technology, new developments, and fiberoptics components equipment suppliers. I would be an enthusiastic participant. Chaz too Note: There is some discussion here as well, since UNPH is a consensus prince if not a king and is a full card carrying member of the W&W portfolio. But so far, not a major emphasis here. (To my disappointment, our best mind for such in depth research, Mike Buckley, politely declined my invitation) [sigh.] PS Bandwidth enabling wireless is covered better, starting with the Q thread itself, but discussions of either wireless or fiberoptics technologies as such are not heavy on the ground.