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Strategies & Market Trends : The Good-The Bad and The Ugly
MAGS 66.37+0.7%Jan 9 4:00 PM EST

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To: Tim Luke who wrote (1216)8/31/2000 11:58:27 AM
From: John F.  Read Replies (2) of 8686
 
Hi Tim,

It has been some time since we exchanged messages. I am and have been a position trader .. forever. Nice Thread. What are your thoughts on the opticals at this point .. GLW, JDSU, SDLI, CIEN, NT, SCI, SCMR, & LPTH? Most if not all have high PEs .. but some have nose bleed PEs. SCMR has been falling. IMO, there will be a good play in SCMR once the falling stops. Currently trying to determine what represents a good entry point in SCMR. Any thoughts on SCMR or the other opticals?

thks,
John
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