VOLTAIRE'S PORCH-MODERATED Message Board

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Strategies & Market Trends : VOLTAIRE'S PORCH-MODERATED

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To: RR who wrote (31017)	2/14/2001 6:41:40 AM
From: im a survivor	Read Replies (2) of 65232

<<Thanks info re JDSU cc, CAtech. Hard to beat JDSU down from here it would seem, plus it will finally be unhooked from the arb play with SDLI. As the ole saying goes, let's light this candle. Still think JDSU will easily outperform the Naz upon market recovery. Remains my number one position. RR >> Wish I was as positive....CC didnt do much for me....this is the king kong FO player on the block now, but watch the analysts spin the negatives and bring this down even further....I also see little catalyst for a naz rebound. The street is taking greeny's speech to mean he will be more passive with cuts...heck, we already have half point cut figured for march 20, and we may only get 1/4...either way, it does not look good for Naz, IMO......If I wasn't so down on most 99% of my holdings, I would run away and hide<ggg>,,,but I guess I have no choice but to ride out this storm and see where we end up.....gotta end sometime.....doesn't it?? Keith

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