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Strategies & Market Trends : VOLTAIRE'S PORCH-MODERATED
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To: Jill who wrote (3965)9/27/2000 12:48:21 PM
From: Percival 917  Read Replies (1) of 65232
 
Thanks Jill,

I agree on the word cautious here. Q is looking a bit better and I am increasing my positions also. I am also having a time getting the feel for RMBS also. On paper it looks great and I know V is solidly behind it, but I guess the old GG game basics is keeping from jumping too big. I need to see more of the "bottom line" results from them.

On JDSU short term looks flat. I am with Rick though, that after the first of the year when the SDLI merger has been digested, it should be in great shape. BWDIK???

Later,
Joel
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