Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Strategies & Market Trends : VOLTAIRE'S PORCH-MODERATED -- Ignore unavailable to you. Want to Upgrade?

To: RR who wrote (2751)	9/21/2000 3:48:10 PM
From: im a survivor	Respond to of 65232

Thanks rick....your opinion(s) is greatly valued. keith@stinkymarket.com

To: RR who wrote (2751)	9/21/2000 4:28:23 PM
From: im a survivor	Read Replies (3) \| Respond to of 65232

Rick, so you think March is enough time for jdsu to get past all this merger crap and possible FUD surrounding it currently? The march 100's right now would need about 20% or so to break even in 6 months...not really too bad at all considering we should hopefully get a nice nov/dec run. The thing that concerns me is will jdsu participate in the end of year run? Normally I would say they would be leading the way, but I must admitt, I have seen too many times what mergers, fud and etc, etc, can do to a stock.....JDSU is a winner, no doubt......my only problem in selling the stock and rolling into calls is simply that although I know it's a winner....a long term hold, I have no idea when jdsu starts acting like jdsu again. If in 6 months we are past all this, then it would be a wise move to sell my shares and double up on the number of calls, wouldnt you think? Anyway, I am just pondering ways to beat this market. I agree with the no margin approach and that is my goal at the end of the year. For now, I have to utilize it to a point, and am trying to do so wisely. Currently my equity ( and they dont count calls as equity, so the numbers are actually better they they appear ) is running at about 65 - 68%. I want to get the margin down to under 20% ( equity 80), and then in january, get completely off margin and stay off. Anyway.....thanks for your thoughts keith