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

To: Sully- who wrote (4659)	9/30/2000 1:28:53 PM
From: RR	Read Replies (2) \| Respond to of 65232

Hi Tim: Howdy Dude. Little market stuff and critter update.... Sounds like you've made some good investments lately and making money. Congratulations. Guess you saw my holdings in a recent post. Still liking EXTR. Has held up so well in this mess. The pullback this week is what I expected in EXTR as I said last weekend, so it didn't alarm me. Instead, I bought more March calls as planned. My EXTR position, while accumulating significantly the past couple of months, is still not near my JDSU position, my number 1. That JDSU will be a powerhouse in 2001 and after SDLI. The SDLI play may be a good one as it moves closer to that 3.8 factor. I haven't entered ITWO or BEAS, but I like the way both look the past 8 weeks. When you have some time, you might watch them a bit. I'm looking forward to earnings run. I'm positive about earnings but think there will be some negative forward comments from some. September didn't necessarily surprise me once we went below 3900. Three weeks ago I mentioned that if it went below 3900 then I thought we would go further down and would have to adjust entry points, which I did. Executed my plan and as a result, bought more in September than I'd planned. You and your cdma stock.... geez.... ok, I won't say anything... you know my view. I know I'm the lone soldier on this one. Critters.... the deer do have a momma. I was going to mention that and had forgotten. Glad you asked. The other night I came in late and they were down by the creek. I say the two babies with their white tails in the headlights sticking straight up watching me. They were in a bunch of persimmon trees and when I got closer they moved together and there was momma. They scooted on down to the pond. So I was happy to report that to the family when I got in. Unfortunately, I have a sad story. We've lost one of our baby coons. We have two sets of babies. One set of two is bigger. The other set of three is smaller. One of the little ones is missing. Momma has some large wounds on both sides of her hips and a lot of hair missing on her tail We suspect she got into a fight with something that was after the baby that is now missing. Man, the family is just sick about it. But, we know those things happen. Have a great weekend, Tim. Thanks for the info. Bubba Rick