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


To: RR who wrote (9473)10/24/2000 2:06:48 PM
From: Jim Willie CB  Read Replies (2) | Respond to of 65232
 
RRick, I shouldve shown a bit more patience in buying JDSU calls
oh well, I think 95 will hold
Lehmann Bros must have missed JDSU running from 90 to 100
they call it "priced to perfection" prior to earnings thursday
they also open state Nortel might miss their numbers
they imply that LU problems could extend to NT
I really doubt it, different mgmt team entirely

we may have seen the real push on FibOpt after SDLI news
perhaps not much of a pop with NT and JDSU
you never know
Volt here thinks thurs/friday will be big updays
we are now setting up for it

as for EXTR, I am going after it on thursday
I think 85 will show good support, just like in early Sept
this little monster needs a rest, needs to gather support
needs to regain its balance and composure
must have had tons of turnover, with new holders stepping up

dont work too hard
glad to hear from you
/ Jim



To: RR who wrote (9473)10/24/2000 2:07:28 PM
From: MKB  Read Replies (2) | Respond to of 65232
 
RR,

I am wondering if what happened to FDRY a few months ago will happen to EXTR this time. You know how low FDRY had to go. Why should EXTR be any different? Looking forward to your opinion on this...

Thanks,

MKB