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

To: Boplicity who wrote (4028)	9/27/2000 3:40:29 PM
From: Jill	Respond to of 65232

Here's hoping your a tad pessimistic--as you sometimes are ! <g>

To: Boplicity who wrote (4028)	9/27/2000 6:24:22 PM
From: Venkie	Read Replies (2) \| Respond to of 65232

bOOOOOOOO 3500/3300 CLOSING IN.I am sitting on my hands and waiting b4 I let loose of anymore cash..Already own extr..jdsu ..intc..ntap..tvia..enga..vixl..Still ready to step in all the way if we break 3500. I still love get some more jdsu..ntap..extr....add brcm Look at the once wall st darling...cmgi in the 20's...yikes

To: Boplicity who wrote (4028)	9/27/2000 6:25:09 PM
From: mtnlady	Read Replies (3) \| Respond to of 65232

A month from now as the key players in the fiber optic sector start to report all of this will be forgotten. As Roth/JDSU and everyone else says. They could cut way back on the demand and they are STILL SOLD OUT. Will there be casualties? Yes.. LU for one.. some of the aging telco's that don't modernize will (or telco's that try and grow too fast) be others. It's the same with every sector. One company begins to lose out to another and warns. The whole sector is hit (NT was hit last quarter when LU warned). This time some of the telco's were struggling and everyone was hit. Nothing changes. Except buy when quality companies that are beginning to take over tornado markets (nothing at all to disprove that - only some analysts reports - NO NUMBERS TO BACK THEM UP. ALL NUMBERS SHOW TORNADO GROWTH) go on sale. Name of the game. Again.. I wouldn't buy the losers.. just the winners (e.g. NT, JDSU/SDLI). Final price targets for me.. NT 56-58. JDSU 86-90. After that it's just wait for this whole mess to blow over.