SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Technology Stocks : JDS Uniphase (JDSU)

 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: Hank Stamper who wrote (4518)1/17/2000 3:16:00 PM
From: Jill   of 24042
 
I appreciate your honesty about your moves, David. That would explain the extreme of your conviction.

I detected a softening on Greenspan's part in that speech. I read it as an acceptance of a revolutionary time, and of course a mandate to still "control" a runaway aspect of the market, but neither does he want to go down in history as putting a major dampening effect on the best growth Amreica has seen. He'd rather be seen as responsible for guiding the longest bullmarket in history.

If one were going to bank on any high tech stock this year it would have to be JDSU. Curious why you didn't take some off the table and leave the rest on--? Could still have protected a significant portion of gains, while allowing yourself to partifcipate in a further runup. And if a correction, to get back in cheaper. Usually people try to hedge positions.

In any case, I've got some genuine concerns since my calls ar March. So for me it's even more pressing to decide: do I want to sell and protect gain sthat oculd really evaporate? Do I want to wait for the split and have many more calls? Again, I'll probably do a bit of both.

Jill
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext