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James Bondage

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James Bondage

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Re: wahz post# 15077

Sunday, 04/11/2004 11:54:09 PM

Sunday, April 11, 2004 11:54:09 PM

Post# of 36150
My pick would be BKHM. It's not the safest, but it's much cheaper against its peer JDSU. There is some risk, NT could decide to walk away after 2005, and margins are getting pressured quite a bit right now, but BKHM made some real good acquisitions in the last few years, and the worldwide broadband rollout has to happen for many reasons. Since I expect the dollar to get crushed in the next 3 years, I sm going with this comapany for foriegn exchange safety too...


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