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Strategies & Market Trends : Ask DrBob -- Ignore unavailable to you. Want to Upgrade?

To: gongoman who wrote (15488)	11/30/2000 1:28:53 PM
From: heehee1	Respond to of 100058

Gongoman...>>CIENA just got effected by an eastern european competitor, (imho) this is just the start of the problem<< I've read somewhere a couple of weeks ago that TAIWAN is also beginning to produce fiberoptics components cheaper than JDSU. If thats the case, you are right. This is just the beginning of the problem.

To: gongoman who wrote (15488)	11/30/2000 8:36:35 PM
From: Drbob512	Respond to of 100058

gongoman: I think waiting a couple of quarters would miss a good buying opportunity that should occur in December. But I am hesitant to go long with any authority now, because we have not had a bona fide selling climax, and the technical indicators do not look much better than the charts... I have not liked the risk-reward ratio from the long side since I got out in July. I missed the August rally, but also missed the Sept/Oct/Nov massacre in techs. I have nibbled a little on both sides, and now am waiting for a climax or bullish divergences to encourage me to go long with conviction...