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To: T L Comiskey who wrote (3017)7/25/2000 12:50:46 PM
From: Boplicity  Read Replies (3) | Respond to of 13572
 
I was stopped out today, made nice money on it too, way more then I thought I would make, I will hold JDSU long term. I think QCOM is in play again, the spinco ( I just love that name don't you sort like hey lets spin the story) has made the story compelling again. The unknown has come back into QCOM.

Greg



To: T L Comiskey who wrote (3017)7/26/2000 2:27:37 AM
From: Wyätt Gwyön  Respond to of 13572
 
Tim,
I too have reduced SDLI exposure...down to 40% from 110% back in May. Just reallocation given the runup, more than trying to call a top. QCOM taught us the value of taking some profits.


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