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To: RocketMan who wrote (1639)1/24/2000 7:46:00 PM
From: Jill  Respond to of 8096
 
You're right about that so I think they needed some window dressing. Nice runup before 2K.

You were smart to diversify. Considering how much QCOM I've exercised and how many leaps I also have, I'd like to sell all my April calls when I feel ready and put the $ into JDSU. Maybe a little bit in Cree.

Jill



To: RocketMan who wrote (1639)1/24/2000 8:46:00 PM
From: steve mamus  Read Replies (1) | Respond to of 8096
 
G M S T
C R E E

why? why do you like these. I am not familiar with either.
Thanks.



To: RocketMan who wrote (1639)1/24/2000 8:50:00 PM
From: SecularBull  Read Replies (2) | Respond to of 8096
 
Good points. I've been selling off long term shares of CSCO in favor of younger stocks, BTW. I think that of the big cap techs that I follow, CSCO is the most overvalued. I don't consider QCOM to be a stock worth owning over a market cap of $50B, and don't follow it.

LoF