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Technology Stocks : SDL, Inc. [Nasdaq: SDLI] -- Ignore unavailable to you. Want to Upgrade?

To: 16yearcycle who wrote (3072)10/20/2000 10:42:50 AM
From: pat mudge  Respond to of 3951
 
I was going to say up 100, I think I did on another thread, but the market would need to explode and we would have to have had jdsu earnings.



JDSU is stage II of the recovery. If the market holds between now and the 26th, we could make that 100 pts.

This is proof that the smartest way to invest is to find companies in the best sector with the highest barriers to entry with the best management. And part of being a good manager is knowing how to guide the street.

Pat



To: 16yearcycle who wrote (3072)10/20/2000 11:38:51 AM
From: Kayaker  Read Replies (1) | Respond to of 3951
 
A bit of looking in the rearview mirror here, but a missed opportunity for me. We knew yesterday SDLI would clearly beat the 38¢ and hit at least 42¢ or 43¢. Yesterday afternoon Mr. Market was clearly overly pessimistic about what the EPS would be. Today is options expiration, so ATM or slightly OTM Oct calls would have been cheap (almost no time value left). Wish I'd thought of it.


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