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To: RR who wrote (28477)8/10/2000 11:22:57 PM
From: techguerrilla  Read Replies (2) | Respond to of 35685
 
Hey Rick

What strike price are you using for March JDSU calls?

Don't you think you may be overdoing JDSU a little? Believe it or not, it's down on the same percentage level as QCOM since the Porch Party. 66-->61. 125-->117. For some strange reason, though, I think JDSU is a little stronger than that old chimp of mine. He he he.

Also, isn't it somewhat strange for BRCD and NTAP to be retracing right before earnings next week? Get these P/E's, Rick: BRCD over 900, NTAP almost 500, QCOM under 80. Wow! I just don't get the valuations in the tech sector at all, buddy. With BRCD and NTAP having such astronomical P/E ratios, could they be getting ready to disappoint next week in some way?

Just thinking, hammer boy,
-john-



To: RR who wrote (28477)8/10/2000 11:23:45 PM
From: Ex-INTCfan  Read Replies (1) | Respond to of 35685
 
Bit of a spread between the bid and the ask in afterhours on NTAP. Here's what I picked up on schwab.

NTAP.E 85 1/8 -9/16

Bid 67
Asked 95

Looks like there are some thieves out there on both sides of the trade.

INTCfan



To: RR who wrote (28477)8/10/2000 11:35:45 PM
From: invictus  Read Replies (2) | Respond to of 35685
 
RR: YDIAN looks like a good trade...just looking at some potential trades before I go to bed...Ma Jones says hi back...have some racoons visiting the backporch here too...thundering here now...keep posting your trades...they are the best calls on SI

EJ



To: RR who wrote (28477)8/11/2000 3:32:18 AM
From: elpolvo  Read Replies (2) | Respond to of 35685
 
RR-

here's what i like for the coming 6 months:

SDLI (a JDSU play at a discount)
EMC
NTAP
QCOM
GMST
ELON
CPTH
RMBS

-eltoro