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

To: Venkie who wrote (11476)	11/3/2000 12:55:50 PM
From: im a survivor	Respond to of 65232

<<Jdsu will be fine over the next yr or 2..Its a champ ...Don't worry about it unless your swing trading it and can't afford to keep it a while...unless your in options on it. If the naz gets healthy then watch extr roar>> Yes, I know jdsu is a champ...I don't swing trade it......but also dont want to hold it if we are gonna go to 120 and then back down to $70 again. But, I guess after the 1st, when I decide what I am selling and what I am holding long term, jdsu will 99% chance end up in the LTB&H bin. EXTR...yes, looks strong...I am too scared to touch it at these levels though. Will probably run to $200, but still.....the valuation scares me. Same with NTAP. Would love to own it, but valuation says " buy something else"...hell, if Volty is correct in his pretty strong conviction that RMBS will be this years qcom, then it seems to me that RMBS at half the price of extr and ntap ( roughly) would be the better play...but then again, I am sure, you, and many others are playing them all and wont miss any boats, so what the hell do I know..... Keith