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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: adairm who wrote (28607)	7/24/2000 3:57:42 AM
From: LindyBill	Read Replies (2) of 54805

You have 15% of your portfolio in non-tech? Are you nuts? Get out, get out, get out!! I had a PM from a lurker about my JDSU/SDLI position. Here is what I posted to him. You are asking me what I am going to do about my SDLI and JDSU positions. I have 21% of my funds in those two, and it is in a non-taxable account. The bulk is in SDLI, which would drop at least 100 if the merger did not go through. This means that I will probably take some profit out of my SDLI position if JDSU hits its old high of 153. SDLI would then be over 500, probably at 525. My profit would then be so big that I would be foolish not to lock some in at that point. I am convinced the merger will hold, but I don't have a lock that it will. My thinking, downside and short term, is that the merger being called off would not effect JDSU's price as much as SDLI's price. These are all short term problems, and, if I had your 6 year "no trade" outlook, and a taxable position, I would probably hold both stocks through the merger until I saw a downturn coming, 3 to 4 years out.

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