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


To: Boplicity who wrote (26545)12/20/2000 8:49:37 PM
From: davidcarrsmith  Read Replies (1) | Respond to of 65232
 
Greg -

Just for our education, how do you manage your investments. What triggers you to go mostly to cash? What barometer do you use to go long?

Dave



To: Boplicity who wrote (26545)12/20/2000 8:51:41 PM
From: Jim Willie CB  Read Replies (1) | Respond to of 65232
 
appreciate the ideas, SUNW is down 60% from highs
understand the angle though

very flattered by your appreciation of my broad personal style

/ jim, low life scumbag



To: Boplicity who wrote (26545)12/20/2000 8:53:34 PM
From: surfbaron  Read Replies (1) | Respond to of 65232
 
Greg: Read in Forbes a couple of issues ago that SUNW was basically screwing their customers by not informing them of bugs. Lot of piised companies looking at IBM and others for iron.



To: Boplicity who wrote (26545)12/20/2000 9:01:16 PM
From: t2  Read Replies (2) | Respond to of 65232
 
Greg, What about GE. It is holding up so well and has a high PE. Sure they are positive about their outlook but....so are many others like JDSU, NT etc.
We know GE is not anything special if the economic environment is poor.

That is a short candidate as far as I am concerned.
It looks due for a drop. If by chance it was a Nasdaq stock, it would be at about 25 no matter how good earnings prospects are.

Considering puts or shorting.