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Strategies & Market Trends : Rande Is . . . HOME -- Ignore unavailable to you. Want to Upgrade?

To: Rande Is who wrote (29479)	7/12/2000 5:52:59 PM
From: Mark Konrad	Read Replies (2) \| Respond to of 57584

TUNE?..that's one reason I missed it (old note to self for LDIG!). Just returned from the dentist for a broken molar...new crown, replaced fillings, deep cleaning, etc. I'm sore but very happy with all the green: PALM has room to keep going, so does....JNIC!!! Sorry, all the anesthesia in my mouth has numbed my noggin, too. OMKT...hit my sell stops at 12 1/2 and 12 for losses of 3/4 pt...still have a small core and two trading positions which may be liquidated on any further weakness. My absence today prevented me from investigating further. Lotsa great calls across the Thread, Rande...today was one of my best days ever (lucked out and had a good combination of big gainers). Regards to all as I painfully smile, Mark

To: Rande Is who wrote (29479)	7/12/2000 7:39:16 PM
From: carepedeum2000	Read Replies (2) \| Respond to of 57584

just a word of caution, lots of optimism going around tonight, and i am bullish, and think we will get another good day tomorrow on back of slowing retail sales, but this market turns on a dime, remember one "truism" buy on fear, sell on greed if true, we should be thinking of selling pretty soon, vix is saying we are close to top, option expiration in july usually changes the world, so i would rather be selling early than late, this may not be a popular message tonight, but everytime i start counting my gains, i usually loose them its a jungle out there be safe rather than sorry profit often im "trying" to sell into strength, and will be the first to admit it aint easy (especially when you own lpth--may just have to bury that one out back)

To: Rande Is who wrote (29479)	7/13/2000 5:06:56 AM
From: DlphcOracl	Read Replies (4) \| Respond to of 57584

Is JDSU a "SELL"?? The combined market cap of JDSU/ETEK/SDLI will be well over 100 billion and this entity will be less nimble and less capable of the hypergrowth its share price(s) have seen over the past 1-2 years. Many on Wall St. feel that JDSU has overpaid for SDLI (although this ALWAYS seems to be Wall Street's take for the acquiring company in any larger merger). Finally, it can be argued that, at best, JDSU will be "dead money" for the better part of the year as the arbitragers play their game and the proposed deal awaits DOFJ antitrust scrutiny; at worst, JDSU will fall significantly from its current level. A good example of the latter price action is Gemstar (GMST). Its shares took a major hit while its deal with TV Guide awaited antitrust approval. Any thoughts from the thread on what to do with JDSU if one is a current holder? Disclosure: I hold JDSU long and am overweighted in my portfolio with JDSU.