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Non-Tech : The Critical Investing Workshop -- Ignore unavailable to you. Want to Upgrade?

To: Clappy who wrote (26582)	7/25/2000 7:17:37 PM
From: bonnuss_in_austin	Read Replies (4) \| Respond to of 35685

Hi Mr (and Mrs) Clappy...RMBS & JDSU... Clapston: Reason I didn't comment earlier was that I didn't see it until just before I posted. My personal inclination is that I'll continue to hold the shares I have directly related to low cost basis. I traded RMBS Oct-Mar and locked in enough profits to satisfy me. However, this smacks to me of the QCOM "psychology" and I consider it a total "craps shoot" now because of INTC's "waffling." Could destroy it, IMO. That's the trouble trying to invest in companies on leading edge of developing technologies ... the "standardization" separates the winners from the losers. Not being an MSEE who's worked in semiconductor manufacturing for 15 years, makes it QUITE DIFFICULT to keep up with news -- much less understand the split-hair technical differences among competitors developing technology ... anybody else hear this or relate to? As such, I'm stuck with "old news." Dilluted/bastardized by the general biz media ... distributed after the fact ... too late to act. Don't really understand it then, either. LOL! Am I complaining? Guess so! I don't really want to go back to school to audit classes in electrical engineering simply to become a "knowledgable tech investor." ANOTHER SUBJECT: JDSU. I hate to even say this, but I will. Just saw a segment Bob Pisani did on CNBC about what (possibly) has happened over the past few days regarding JDSU's breath-taking ride up. Talked about market cap. Talked about MMs being "forced to" buy JDSU shares tomorrow by close because of it's including in S&P 500. Talked about how many shares have been bought in past two days in anticipation of selling tomorrow "to make that quick buck." Said 158 million (or 153...around there) have been bought; but only 50-some-odd million will be bought by MMs. WHY? Because they're ONLY going to buy ENOUGH to replace the current value of the Rite-Aid they hold in their funds. Because JDSU market cap is 100 times that of Rite-Aid, which it's replacing. JDSU = 121. Rite Aid = 1.21. (Those, Pisani reported, were the figures today, real-time). I'm thinking of shorting JDSU. Because of this. Somebody please comment on all the above. Is this crap? Media spin? Nonsense? TIA b-i-a ###