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To: bonnuss_in_austin who wrote (27351)8/1/2000 2:16:09 PM
From: freeus  Respond to of 35685
 
I'm afraid of JDSU also. I think the price paid for SDLI is outrageous. Companies, even great ones like JDSU cannot keep doing that kind of deal and have the stock price "get away with it".
As for the others: look at the lows for April..even NTAP... I bought it at 48 just a few months ago (sold it at 70 bought it back at 96 and sold cov calls against it at 100)...they will probably all revisit their lows. When? I don't know. Will they recover?
I sure hope so but this year is not like the last few because of all the rate increases.
Freeus