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Non-Tech : The Critical Investing Workshop

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To: freeus who wrote (27349)	8/1/2000 12:23:42 PM
From: bonnuss_in_austin	Read Replies (1) of 35685

Thank ya, freeus ... I'm going to wait as well to do anything 'bullish.' If we were 'so fortunate' <g> as to have a day with, like, a -300 slide, will jump on NTAP, more RMBS ... I guess that's it for me. Holding all long otherwise...got in RFMD already...the other one I really like...long again. I'm afraid of JDSU. I still think they made big blunder with cost of SDLI acquis. Afraid they're going to lose the 'mo' mid- or possibly long-term, as well. OTOH, I wonder about the probability (in percentage terms if possible -- LOL) of the 'deal falling through.' Wow, would sure like to be in JDSU if/when THAT happened ... If we have a huge 'up-day,' I'm going to either short outright or buy short-term puts on the entire QQQ. I expect both scenarios to end in mid-late Oct and rally to begin. I'm not considering, however (because I don't know how to <g>) any effects of the election ... Thinking out loud (or, as our friend techguerrilla so gracefully puts it, "just Porchin'." PS Tech (and your 'black-sheep' brother <g> ... miss ya guys!) "b-i-a" ###

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