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Technology Stocks : SDL, Inc. [Nasdaq: SDLI]
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To: smallcapmaven who wrote ()1/31/2001 8:12:48 AM
From: sam   of 3951
 
The trading strategy (to short SDLI, et al) was absolutely, 100% right. Congratulations. But
the "drastic" slowdown in fiber optic growth -- which was the assumption underlying that
strategy was, and still is, wrong. The recent GLW and JDSU reports suggests a slight
slowdown has finally hit. Interest rate cuts suggest that slowdown will disappear shortly.
SDLI, NEWP, NUFO etc are showing no real signs of any sort of slowdown. So what's the
point of all this? I suppose its that u don't need to understand economics -- or to actually
predict real world events -- to either make or lose money in the stock market. All u need to do
is follow the crowd, regardless if they are right or wrong. Momentum is still king. A very
important lesson, indeed. FWIW, I would have thought you're attempt to rub our faces in our
mistakes was unnecessary as your real world profits should have been more than enough to
sustain your feelings of personal triumph.
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