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

To: Jim Willie CB who wrote (25442)	12/15/2000 4:49:24 PM
From: Venkie	Read Replies (1) \| Respond to of 65232

Jim I am now the proud owner of 1200 shs of sndk ..added more today...I am ready for the fed cut..My core stocks are jdsu..brcm..extr..scmr..csco..ntap..odds and ends..No cash but used very little margin..I did own cflo at 56 + change...sold in after hrs yesterday for 58 1/4...may buy it back in after hrs today...I once again think we hv bottomed..will ad jnpr if we go lower.

To: Jim Willie CB who wrote (25442)	12/15/2000 6:18:32 PM
From: limtex	Read Replies (2) \| Respond to of 65232

JW IMHO he is out to break the spirit of the NAZ and to change peoples expectations. I think he won't do a thing on Tuesday becauase it seems like the NAZ is getting set up ofr a massive downward lurch and he would not want to interfere with that when he is so close to the goal of really breaking the back of the NAZ. This would hurt the NAZ so bad that it will take three to five years to recover. He is almost there so my guess is that he won't act. Best regards, L