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To: HG who wrote (86502)12/7/1999 11:01:00 AM
From: 16yearcycle  Read Replies (1) | Respond to of 164685
 
Well, I 10x my position this am and I am done. So I have mu/dell/cien on about equal footing going forward, as my back up troops to the charge that qcom and yhoo have led. The idea is that yhoo and Q will tire and the others will arrive as reinforcements.

I am simply buying Cien due to it's still mild fundamental undervaluation, while it is poised for a kind of ta break out. But it is the one of the above I am the most uncomfortable with because I see a history of issues that may have been mishandled, and the e announcement will cause a make it or break it situation to occur.

If their numbers suck they must be totally screwed up in this environment. They should be ripping the cover off the ball.