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Politics : Idea Of The Day -- Ignore unavailable to you. Want to Upgrade?


To: Jeff Jordan who wrote (33412)9/21/2000 9:35:43 PM
From: Techplayer  Read Replies (1) | Respond to of 50167
 
Jeff, I have been a LU for quite some time, but bailed at 50 after personally seeing the complete hysteria within the company in many important groups (Andover MA, Cascade, Nexabit, Ignitus....). I am also concerned about the financing exposure that LU has relied on to win deals. Additionally, if spending does hit a blip within the carrier space, I expect the voice switch market to be the first to feel the negative pressure. Combined, I am concerned about LU's ability to bounce. At this point, I am actually looking more to WCOM, VZ or even NT if it tanks with the market at this point. If you see or hear differently from internal LU sources, I would like your input. thanks, tp



To: Jeff Jordan who wrote (33412)9/21/2000 9:41:46 PM
From: HoodBuilder  Read Replies (1) | Respond to of 50167
 
Can someone help me please...

We have been breaking supports for quite a while, the VIX is only +/- 23-24, margin debt was just reported as having increased in the latest period, we are approaching the worst month for the market, why in god's name do you people think we are going to hold 1437?

I have a friend who's a Morgan Stanley P.M. he has taken 3 to 1 odds that we see 2999 or lower on the NAZ by Halloween. I have a feeling that his $million put position on the Q's is gonna make him a boat load of money.

We need fear running rampant and tomorrow will only be the beginning IMHO. Margin Calls could be ugly by the afternoon.

BWDIK