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Politics : High Tolerance Plasticity
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To: chowder who wrote (4633)5/16/2001 11:19:22 AM
From: Think4Yourself  Read Replies (2) of 23153
 
Added to BRCD and JNPR, and started ones in CSCO, JBL and FLEX. Tried to double down on my small KREM short - no shares available.

Not willing to short much outside of Telecom. Fundamentals aren't nearly as poor in the rest of techland. Funds like Intel too much.

CNBC discussed a research report out today about JNPR and CSCO fighting for a shrinking router market. Suspect they will both lose on the bottom line. JNPR was at $64 a week or two ago. Today it is at $54. When they warn in about a month it will be?

out of ROYL - needed the cash.
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