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To: Boplicity who wrote (7570)12/14/2000 8:34:26 PM
From: bonnuss_in_austin  Respond to of 13572
 
I think you're right, Greg. Now: looking...

...at this sampling of the Naz in the portfolio watch on this board, which of the above would you short now?

Puts is what I'll do.

I already have them on CIEN and RIMM. And QQQ itself.

JNPR might still look good.

MSFT itself?

JDSU? SDLI?

Many pretty much look like good shorts to me tonight.

EMC -- as Horsegirl has pointed out. That may be the best pick of the lot.

Get a load of TQNT and SNDK past week. Whoa. Yeah, I know why. Still think even these could be slaughtered.

No offense intended, for sure, in posting this about the portfolio heading this board.

Just wondering what others are doing to save capital.

'b-i-a'
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To: Boplicity who wrote (7570)12/14/2000 11:50:48 PM
From: mishedlo  Read Replies (1) | Respond to of 13572
 
<<I have feeling that's not going to happen I see MSFT going to the low 40 high 30's. >>

Greg - timeframe on this prediction?

PS to Freeus - get the hell out now if you think Greg is right

M