Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : JDS Uniphase (JDSU) -- Ignore unavailable to you. Want to Upgrade?

To: Wizard who wrote (391)	6/16/1999 2:14:00 PM
From: Trader Dave	Read Replies (1) \| Respond to of 24042

Not based on the ridiculous expectations of the fast money in the stocks now. i don't know where you guys are, but we've got cash on the sidelines waiting to add to our core positions in this space in case of a summer correction, interest rate rise or fall y2k panic. thank goodness we bought back in our covered calls yesterday. a sleazy hedge fund that was short unph made a call to a few fast money guys that management was talking down numbers at opco. the covered his short as his buddies were shorting the stock. OT: dozer and I are struggling with aol's ability to get penetration and critical mass overseas. Are you active on any threads on aol, and are they worthwhile on SI? td

To: Wizard who wrote (391)	6/16/1999 4:11:00 PM
From: Bulldozer	Read Replies (2) \| Respond to of 24042

Wizard - nope. These stocks will just keep going and return at least 100% per year. :-) Seriously, I'm sure the market will hit them, along with everyone else, at some point. But we can't call the market. We can make educated decisions on where certain industries are heading and who supplies the products to get them there. And in my mind, there are few industries in the world better positioned than comm ICs which will supply the re-structuring of one of the largest industries in the world - communications. And within comm ICs, I'm pretty confident we own the best companies in the world. So its rather simple - when they decline due to external factors - we simply buy more. BD