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Non-Tech : The Critical Investing Workshop
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To: RR who wrote (25511)7/15/2000 9:59:47 PM
From: synchro_fan  Read Replies (3) of 35685
 
RR;

I do not know if I agree or disagree. But what does concern me is that the J is just too piggy. Gawd, I would have loved a burp from the ETEK meal before moving on to the next feast. There is a lot to do by integrating these 2 biggies. We are having problems intergrating 30 people with my company's purchase of another small company.

I do think JDSU money is dead money with the odd ripple every once and gain until the SDLI thing is completed. In the meantime, I have taken my funds out of the J by letting my calls get called at the end of June and moved over to AMCC, IRF and RNWK. I still have my RRSP money in the J and NT so I guess you could say I am hedging my bets.

So having just made 77% since june 16/00 on AMCC, this is a little easier to take then watching the rock and roll action of the J. I actually took 30% of that off the table...No More March, my new mantra. Lost too much $$$ at that time.

Just my thoughts on an unsettled Saturday in Calgary.

---Syncie
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