Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: Boplicity who wrote (11945)	11/6/2000 4:55:29 PM
From: Jim Willie CB	Respond to of 65232

I am expecting lots of curve balls with Cisco concall if they claim soft forward guidance on their fiberoptic business, that will be bad for Cisco but excellent for JDSU, SDLI, CIEN, GLW since Cisco is wedded to SONET fiberoptic and the J,S,C,G gang are wedded to more cost-effective WDM fiberoptic methods just like NewTech and OldTech bifurcation we have NewFiberOpt and OldFiberOpt Cisco is heavily invested in the "wrong glass" Uniphaz is 100% investd in the "right glass" and then comes the whole debate over telcom capex spending my guess is the market will take down the whole bunch and sort it out over time some nervous endday selling of CIEN today including some CIEN after it dropped down 10 in a flash as I turned my back bought some SDLI, CIEN calls today RMBS rose above its 18day MovAvg easily last week then friday it rose above its 30day MA today it touched and flirted all day with its 50dayMA I unloaded my Feb RMBS calls and will re-evaluate over time nice hefty profit in short order timeframe batter up! here comes a curve / jim