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Strategies & Market Trends : VOLTAIRE'S PORCH-MODERATED

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To: Dealer who wrote (3806)9/26/2000 6:11:52 PM
From: Jim Willie CB   of 65232
 
I put aside my pride, my recent zero performance, my stubbornness to blaze my own path

EXTR looked to be stalling just under 120
when it bounced off 112, bought a few March100 calls
when it went down further, got another
saved some dry powder for later
now wondering whether we have more downside

funny thing
when it looks extended, my hesitation is from suspicion of profitaking
when it comes down, my hesitation is from suspicion of falling further
when I get in, my inner rumblings are from wondering if I got in early

to be honest, if RRick likes it, I will be patient
the 5pm news release should be another impressive salvo for support

this company has serious cutting edge technology
in a year, all those Juniper stories of hitting on Cisco mktshare will be stories of Extreme joining in the party
the highend gigabit switching niche has a new strong arm player
/ jim
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