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

To: Hank Stamper who wrote (8934)4/15/2000 4:34:00 PM
From: SJS  Respond to of 24042
 
Dave,

You got 5/8 to 3/4 of the megarun from Oct 18. Pretty darn good! You can never pick the high or low, but sounds like you're ready to use that firepower at the appropriate time.

Very carefully, huh!

I didn't do nearly as well as that, but my base cash position is 25% (I don't do bonds...so I allocate the bond portion back to cash.)

Now 70% after my gradual selling over the last month, and fast selling over last week.

I have a few pretty decimated stock positions, but they'll heal nicely over the LT.

JDSU is still up 20% for the year and RFMD is up 15%

Ready to trade until the bottom is found.

Steve



To: Hank Stamper who wrote (8934)4/15/2000 5:36:00 PM
From: brightness00  Respond to of 24042
 
Actually, I went 85% cash on 3/13, but seem to have re-entered a bit too early (early April). Still 25% cash at this point.


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