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Strategies & Market Trends : Steve's Channelling Thread -- Ignore unavailable to you. Want to Upgrade?

To: YxY who wrote (3317)	7/17/2000 3:55:58 PM
From: Bosco	Read Replies (1) \| Respond to of 30051

Hi YxY - What did the article [from Economist] say? Actually, quite a few people have been predicting a bandwidth glut as early as 2 years ago! From the voice aspect, looking at the telecom svs sector, it is happening. OTOH, the data side is really a matter of the indetermining principle at work. The apps are evolving, and even now, many of us are still in dialup mode b/c of various issues not just restricted to dark fiber. best, Bosco

To: YxY who wrote (3317)	7/17/2000 4:07:08 PM
From: Zeev Hed	Read Replies (2) \| Respond to of 30051

Yes, RDRT may be breaking out, but I don't think I will play this one. I have chased enough for the day, after all, my last sell on SCMR was $134.5 and as I mentioned yesterday, if it breaks $140, I'll have to get in, so I did chase this one, luckily, after few hesitations in the morning it just kept going, so one chasing (so far) is OK. Actually, even though I bought QLGC on the retrenchment today, I was really chasing it since I sold at $84.5 seeing it run to $98 (VBG). In this business, you either chase or are whipsawed (VBG). Zeev Zeev