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Technology Stocks : Amazon.com, Inc. (AMZN) -- Ignore unavailable to you. Want to Upgrade?

To: Robert Rose who wrote (111232)10/26/2000 12:27:50 PM
From: GST  Read Replies (1) | Respond to of 164684
 
I am feeling more comfortable now buying stock. I am amazed that we did not get this markdown earlier in optics. I have been in and out of puts on JDSU and JNPR for a month now. I like the stocks that I think have bottomed -- each to their own. On some of these stocks you might be early -- who knows. All I know is that I think this is a tradable rally which should last weeks -- but we are probably still in the bear.



To: Robert Rose who wrote (111232)10/26/2000 2:23:11 PM
From: fedhead  Read Replies (1) | Respond to of 164684
 
There was an article in thestreet.com comparing JDSU to
Komag (component supplier to disk drive) and how component
makers are the last to know about slowdown in cap spending.
I would be careful about JDSU here. WCOM, AT&T , Williams
all have said they are cutting down on spending as access
to cheap capital through junk bond financing is over.

Thanks
Anindo


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