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Strategies & Market Trends : VOLTAIRE'S PORCH-MODERATED

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To: Jim Willie CB who wrote (3470)	9/24/2000 5:56:51 PM
From: RR	Read Replies (3) of 65232

Cornbread: 1.) We talked about CIEN and whether I'd re-enter. It is still on my list as you know. Now post split. While I want to add more EXTR, I am really looking hard at getting back in CIEN calls this week. 2.) SDLI - I didn't have it on my radar screen list yesterday, but I'm putting it on it. Instead of adding more to my number one JDSU, I may buy SDLI March calls for next year to leverage that 3.8 factor with JDSU. 3.) Psychologically, I have closed 2000. Come September of each year, I sort of close the current year. All my plays, except Dec JDSU calls, which are a low basis at this point, are all in 2001. Consequently, I am now trading for next year, so to speak. I could do nothing but coast to year end if I have to, and still log a super year. 2000 thus far has been better for me than last year to date. Amazing. Just FYI.... RR

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