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Technology Stocks : For Hedge Fund Analysts and Managers -- Ignore unavailable to you. Want to Upgrade?

To: Trader Dave who wrote (227)8/30/2000 4:35:59 PM
From: Wizard  Read Replies (1) | Respond to of 499
 
stock moves like MSTR's and RMBS's just don't make much sense. Except for the occassional huge gaps (up and down) on some piece of news, they seem to act on something uncorrelated with business fundamentals.

I did hear that JDSU/LU news. Lots of conferences coming up so any scuttlebutt on these companies will quickly be dismissed.

re DLJ, their soon won't be too many commission shops left as CSFB brokers are all salary+bonus. Happy to see it. The SF shops seem to be some of the only commission shops left; Robertson, Weisel and H&Q.

notsureifyou'vebeenreadingRayLanescommentsregardingLarryEllisonbutitsprettyentertaining



To: Trader Dave who wrote (227)9/7/2000 9:30:44 AM
From: Wizard  Read Replies (2) | Respond to of 499
 
Well, Oracle's competitiors have all indicated that Oracle is nowhere to be seen in B2B competition. The departure of Ray Lane has completely squashed their position in the market.

Larry made a real mistake...


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