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Strategies & Market Trends : Rande Is . . . HOME -- Ignore unavailable to you. Want to Upgrade?

To: DlphcOracl who wrote (39433)	10/24/2000 8:43:23 PM
From: Rande Is	Read Replies (1) \| Respond to of 57584

Superb postings tonight, all. To anyone who might be tracking individual posts only, I would urge you to take a look at the evening discussion here at HOME. I too will be looking to take advantage of the optical bargains in the wake of NT disappointment. I have learned my lesson from getting stung on Lucent earlier this year, so I have avoided holding such stocks going into earnings. . . preferring to wait them out. Speaking of which, my BRL trade worked out like it was scripted. Still seeing glass as half full. . . Rande Is

To: DlphcOracl who wrote (39433)	10/24/2000 8:57:45 PM
From: DlphcOracl	Read Replies (5) \| Respond to of 57584

PLEASE READ: An Important Caveat. The NASDAQ will probably dive down to 3300 either at the opening or shortly thereafter tomorrow AM. However, greenlaw4-7 may be right -- the NASDAQ may continue down to the 3100 to 3200 during the remainder of the week. The main reason I believe this MAY happen is that JDSU is reporting after the close 10/26 (Thursday) and there is already a lot of "whispering" and speculation about what they will report and what their guidance will be at their conference call. I believe that whatever one buys amongst the stocks I've listed several posts earlier, they will be higher by February or March 2001. However, one might consider taking partial positions in these stocks in the event that they continue lower from tomorrow afternoon through Friday. Comments and other thoughts in this regard are welcomed and would be appreciated.

To: DlphcOracl who wrote (39433)	10/24/2000 9:47:04 PM
From: WhatsUpWithThat	Respond to of 57584

Call me obtuse, but the negative comments about NT are things like its sales have been artifically depressed by a shortage of installation resources (people), customers had built up inventory and were working through it in Q3 (note NT points to this as a means of backing up a Q4 improvement because they say this inventory has been cleaned out), and so on. I like NT, and I can't see it as anything but a good long term buy into this weakness. The general weakness in capex in telecoms is IMO not going to hamstring NT, though of course it will affect the company. Cheers WUWT