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 : Piffer OT - And Other Assorted Nuts -- Ignore unavailable to you. Want to Upgrade?

To: Rich1 who wrote (54578)	10/1/2000 5:33:49 PM
From: Original Mad Dog	Read Replies (1) \| Respond to of 63513

Now that we stopped fooling around Says who? Shifts in leadership are always easier to describe after they have happened than before or during the event. The toughest thing is that the initial surge is very hard to follow through on..... It is one thing for JNPR to gain strength at the high end on CSCO; it is quite another for them to sustain that edge, and even more difficult to extend it to other areas and encroach on CSCO's franchise across the board. Can it happen? Sure. Will it happen? Maybe. But a lot of investors are acting as though it has already happened. It hasn't.

To: Rich1 who wrote (54578)	10/1/2000 5:34:46 PM
From: Jorj X Mckie	Read Replies (2) \| Respond to of 63513

I agree that there is some change in the leadership, as far as the temporary market bellweather is concerned. I'm not sure why there has been a change, but I think that the important point is that the leaders still need to get shot before the current bear market can end. When they are shot, we get capitulation. NTAP already showing signs of breaking down. I am going to continue buying good stocks that were already broken and are near support and I am going to buy puts on JNPR and NTAP on any rally. I do believe that it is an anomaly that stocks that are not terribly diversified are now the "generals" and I believe that it will change within a quarter or two.