Gorilla and King Portfolio Candidates Message Board

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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: StockHawk who wrote (29837)	8/11/2000 2:59:57 PM
From: shamsaee	Read Replies (1) of 54805

IMHO JDSU's recent buying of etek and sdli if it goes through will be quite dilutive and given the current market conditions,the potential for a major haircut on the downside is much higher than a move to the upside. I also tend to use qcom as a measuring stick with everything else I hold and have a difficult time justifying some of the valuations.I also find jsdu earnings quite difficult to absorb due to all the different charges which for the time being is on my watch and wait list. If you are heavily invested in jdsu some form of hedging(some covered calls or sale of common for leaps) or lighting up on a portion would not be a bad idea. JMHO

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