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To: H James Morris who wrote (106674)7/28/2000 3:28:19 PM
From: Mark Fowler  Respond to of 164684
 
You selling some Jdsu might have been smart<<

i sold a good portion of it off the fat on the upside is gone.



To: H James Morris who wrote (106674)7/28/2000 3:42:08 PM
From: Mark Fowler  Read Replies (3) | Respond to of 164684
 
James whats new about that-- nothing. Shortages usually exist at the top of the cycle. If you don't believe that Mr. Fed won't slow things down then place your bets. If i was going to place my bets on the semi's i'd do it with Pmcs and Brcm but not now.