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Strategies & Market Trends : The New Economy and its Winners -- Ignore unavailable to you. Want to Upgrade?

To: Mark Fowler who wrote (4078)	12/15/2000 8:59:43 PM
From: 16yearcycle	Read Replies (3) \| Respond to of 57684

That is a very good article, Mark. At the Montgomery conference, it was very clear that both jdsu and sdli felt that there was no bogey man in sight: either an increased capacity or demand bogey man. Management actually laughed about it when asked. Both jdsu and sdli have reaffirmed guidance about 3 weeks ago at another conference on the east coast. Therefore, I am hanging strong on sdli and jdsu. In these two I am truly taking the long view, while also rolling some calls forward about every two months. I bought 50 jan jdsu 50's for 12 today. SDLI is more attractive. The merger should be certain, but there is a substantial spread still. It is a concern and an opportunity. I sold Qcom stock and lightened up on others just for a trade. I think it is almost completely asinine that I am shorting the past 5 weeks here and there. But it has worked and worked really well. My behavior, shorting because everyone thinks the market is going down, and it is, reminds me of mid February when I jumped back in because the market kept going up. Tuesday is a very important day, imo. I think we are already in a recession. If the fed just goes to neutral, we are in for deep shit. If they ease, I will cover asap.