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

To: Voltaire who wrote (8947)	10/20/2000 11:59:07 AM
From: Uncle Frank	Read Replies (2) \| Respond to of 65232

>> The wonderment is in looking back and seeing the incursion of strangers who have become my friends... And I feel fortunate to be one of them, nephew. Another wonderment is Extreme Networks this morning <gg>. Those exrkt's are rewarding me handsomely for yesterday's impulse buying decision. Did you join me? uf

To: Voltaire who wrote (8947)	10/20/2000 12:05:15 PM
From: Boplicity	Read Replies (1) \| Respond to of 65232

Tom I have question for you, I want to bet big on SDLI, I'm thinking 100 Dec calls what would you do? in at out and at what price? you have to remember the merger can happen at anytime from now till the end of the year, 3.8 spread on the merger. that along looks tempting. Greg

To: Voltaire who wrote (8947)	10/20/2000 12:11:54 PM
From: techguerrilla	Respond to of 65232

<font color=green>Green October . . . . could happen, "nephew." I should follow my own instincts more. Like last week when I said INTC was a screaming buy at 35/36. Yesterday too when I saw EXTR dip so low. I wish I had your quick gun. It would be nice if I had more guts and available cash too. At least JDSU is getting off its back. (I still don't like that the 3.8 to 1 ratio with SDLI hasn't been closed. But look at SDLI's move today! The bottom line is that the "Houses" basically still like JDSU. IMHO.) The ratio is now 3.2 to 1. SDLI appears to be the obvious "play" here. But the move today by SDLI has been monstrous. . . . . And wasn't that move yesterday by RMBS as sweet as a 75 degree day in October in Chicago? Stay the course--and be nice to Greg. -john-