The Epic American Credit and Bond Bubble Laboratory Message Board

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Strategies & Market Trends : The Epic American Credit and Bond Bubble Laboratory

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To: Wyätt Gwyön who wrote (37599)	8/2/2005 7:08:56 PM
From: carranza2	Read Replies (2) of 110194

I hate to bring this up in a forum such as this, but JDSU is actually a pretty good buy right now and will become better in a few months. I'm waiting for a merger for which JDSU is paying cash plus stock to close by 9/30 before I buy. The price because of dilution should go at least into the 1.30s or 1.20s by then. It is likely go to 2.5 or more within a few months. Who says you cannot make money out of bubbles? I am becoming increasingly concerned about the bubble bursting effect of a hedge fund crash. The history--who the hell ever reads that?--suggests that after LTCM a Congressional proposal was made to regulate hedgies in 1999 but it failed thanks to the argument that they are not heavily leveraged creatures, only to a max of 2-1. Well, history is repeating itself, but this time with a vengeance thanks to the accumulated hedge "assets" which are probably leveraged at way more than 2-1 and which in toto make LTCM look like a lemonade stand.

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