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To: techguerrilla who wrote (28478)	8/10/2000 11:48:45 PM
From: RR	Respond to of 35685

Hi John: Overdoing JDSU? No. I'm lighter in JDSU now than I've been in a long time. Recall I closed some of my Sept calls. Very nice profit, too. You may have been in Cuba at the time. It is still my number one. Entering March positions now on pullbacks for JDSU fits my plan to stay 6 months or so out on call options. Looking at March 95, 100, 105, 110's. QCOM vs JDSU since Porch Party..... non issue to me, John. I play the swings. JDSU went over 140 while you were gone. Do the math on how much moooooney I made on those Sept calls I closed. QCOM didn't do squat. PE? Don't care. Remember, with my style, I don't even look at the PE. Another non-issue for me anyways. I quit trying to square root the market. When I do, I lose. I did not like NTAP or BRCD's moves today. I did post on here late today that I noticed many techs had the same chart, trending down all day, and that you could overlap them and not tell them apart. You did pick up on what I am concerned about, and that is those two doing today what they did and with earnings coming. I don't think that means they won't make it like you questioned. I think they just followed the market, but I would have hoped they could have held better. Consequently, I am unloading some NTAP and BRCD, instead of buying more right now, and moving to March JDSU and EXTR. I am not in EXTR yet but I want it bad and I'll get it. Good luck my Friend. RR