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To: Boplicity who wrote (2869)7/11/2000 6:47:39 PM
From: Wyätt Gwyön  Respond to of 13572
 
You Bear! LOL! Today was the day to step into the QBOMB minefield. LOL!



To: Boplicity who wrote (2869)7/12/2000 4:59:27 PM
From: D. Swiss  Read Replies (1) | Respond to of 13572
 
Greggy, looks like Dell and Dogway are on the Moooooooooooooooooove!

:o)

Drew



To: Boplicity who wrote (2869)7/13/2000 5:12:27 AM
From: DlphcOracl  Read Replies (1) | Respond to of 13572
 
Gregory M.: What is your opinion on JDSU following their announced merger with SDLI for $40 billion? The Bull Market website recommended selling JDSU, stating that they felt it would be, at best, "dead money" as the deal waited nearly a year for DOJ antitrust scrutiny and approval. At worst, they thought JDSU's share price would continue to drop significantly from its current levels. Despite becoming a behemoth in the fiberoptic space, they thought the valuations were ridiculous and that even 3-4 years of 50-75% growth in the fiberoptic space were already priced (and then some) into the stock.

What is your take? If you held JDSU, would you "hold" or "sell"?

Disclosure: I own JDSU LT and am overweighted in it.



To: Boplicity who wrote (2869)7/15/2000 11:25:26 PM
From: allen menglin chen  Read Replies (1) | Respond to of 13572
 
A Must Read -- How the Internet Bubble Broke
Records, Rules, Bank Accounts
"The world has gone mad."

By Wall Street Journal Reporters Greg Ip, Susan Pulliam, Scott Thurm, and Ruth Simon

Message 14047075



To: Boplicity who wrote (2869)7/17/2000 4:48:30 PM
From: Sig  Read Replies (1) | Respond to of 13572
 
<<I'm getting stopped out of everything as I type. >>
Hi Greg: Are you selling to take profits, or to
prevent losses?
I am generally holding stuff like sdli, glw, jdsu,
etc since the market seems strong and earnings good. I sell some if I think I can buy them back cheaper soon. Like plcm
vrts, maybe or when a call gets deep ITM I will sell and roll it out. Today I bgt a 300 strike GLW call to replace a 200 strike call for example.
But I guess the question is whether you think we will
get a downturn in the market?
Sig