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Strategies & Market Trends : Piffer OT - And Other Assorted Nuts -- Ignore unavailable to you. Want to Upgrade?

To: Jorj X Mckie who wrote (42707)	6/29/2000 1:13:00 AM
From: Techplayer	Read Replies (1) \| Respond to of 63513

Jorj, I usually don't play on the short side, but some of the Techs rose rapidly over the past 2-3 weeks. SDLI was the first one that I played, but I covered early as a day trade when it dropped to 290 or so. SDLI, BRCM, CIEN, AETH, JDSU, PMCS, RBAK, SCMR(though it dropped today) and SONS (I am short a small boatload at 152 average accumulated over the last couple of days) have all skyrocketed. I won't bet against some of them to keep going. CIEN, RBAK, SONS and (as you said) JDSU seem to be a bit ahead of themselves. I do not understand the interest in SONS to be honest. The low float and low volume seems to be the catalyst. I will take a closer look at JDSU. On the long side, AOL, RFMD, AMCC (maybe)and NOK are within my previous buy targets. I may pick up RFMD, especially if it hits high 70's, though 84 seems to be reasonable. I have picked up a bunch of KEM, AWR and VSH over the last couple of days in addition to a few NOK as well. They are just too profitable to ride through earnings season without at least a 25% pop (imo of course). What do you see CAMP doing? tp