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Strategies & Market Trends : VOLTAIRE'S PORCH-MODERATED

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To: Voltaire who wrote (5039)10/3/2000 12:37:26 AM
From: techguerrilla  Read Replies (1) of 65232
 
Thank God for Rambus

. . . . but that JDSU is driving me crazy.

I never would have believed that those god-forsaken JDSU Dec90's, bought in June, with precious (now strong) Qualcomm money, would go UNDERWATER today. JDSU is crap now. SDLI hangs around its neck like an anchor.

I think QCOM, RMBS, and JDSU are just fine "six months out." The problem is that I'm now only two months out and underwater on JDSU. Rambus in January is only 3 months out and the Naz looks in trouble.

Thank God I have Qualcomm. Its PE couldn't get lower. So if the Naz tanks, it might be safe.

-john-
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