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Technology Stocks : JDS Uniphase (JDSU)
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To: SJS who wrote (5962)2/3/2000 11:27:00 AM
From: t2  Read Replies (2) of 24042
 
Steve, I was not referring to the rising rates on the 2 and 10 yr notes. My focus was mostly on short covering in the 30 yield bond. As their bets have not worked out, I was assuming that the same types of hedge funds there were short the 30 year bond may have a tendency to be short the high PE stocks (at they won't be long to any significant degree). If forced to cover on the 30 year bond, they would likely have to cover any short trades in the stock market as well. That is the biggest enemy to the short sellers.

I realize that there will be a lot of variables in this equation but i am trying to sense what is happening.

My conclusion is that the internet stocks along with the stocks like JDSU/QCOM will rise in a big way. There are several factors that move the stocks and the above scenario could also be helping things a little bit going forward.
One has to remember that money keeps flowing into the market.
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