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>> Why not go on a broadband company ?
Terayon (Nasdaq: TERN) for example ??? <<

They do own JDSU. But they don't own any cable/dsl stocks, and probably won't any time soon.

The Rule Maker Portfolio invests in Rule Makers, not industries. They are interested in buying the very best companies, using Rule Maker principles. They are not obligated to buy a company in any specific industry. An attractive industry is a good place to look for Rule Makers, but if no Rule Makers are found, no companies from that industry will be bought.
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