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Technology Stocks : Jimbo's Playhouse/CPQ -- Ignore unavailable to you. Want to Upgrade?

To: Kenya AA who wrote (8458)	12/22/2000 1:27:49 PM
From: Jimbo Cobb	Read Replies (1) \| Respond to of 12663

K...WIND is a great company but the post was meant more for Allen's analysis of the new accounting standards and how it might affect M&A activity in the tech sector next year..... Jimbo.

To: Kenya AA who wrote (8458)	12/22/2000 7:06:39 PM
From: Jimbo Cobb	Read Replies (2) \| Respond to of 12663

More words of wisdom from Allen....worth a read.... Message 15074165 ...and by the way, WIND EXPLODED TODAY !!!! quote.yahoo.com Jimbo.

To: Kenya AA who wrote (8458)	12/23/2000 8:03:16 PM
From: Paul Senior	Read Replies (1) \| Respond to of 12663

Let's Party! K, on a nice Saturday night like tonight, here in the BunKer, how about a dance with me? (aside: if it's okay?, you being married and all that) gopfun.com Paul ---------- LOL!!!!!!!!!!!!!!!

To: Kenya AA who wrote (8458)	12/24/2000 6:46:16 AM
From: Mao II	Read Replies (3) \| Respond to of 12663

K & Thread: Yahoo post on JDSU's action on Friday: summary of the jdsu manipulation today by: Kathleen_7 12/22/00 11:43 pm Msg: 41087 of 41113 thought some might find this interesting. 2 posts regarding this: To: Voltaire who wrote (27104) From: CAtechTrader Friday, Dec 22, 2000 6:45 PM ET Reply # of 27128 Tom, just got a late call from a very good friend who always gets the inside skinny. He said the DB-Alex Brown downgrade and subsequent "warning" rumor was aiding a abetting a huge hedge fund arbitrage on the closing of the JDSU-SDLI deal. As you know each share of SDLI shall become 3.8 shares of JDSU. Thus, the arbitraguer buys SDLI at a discount and sells JDSU at a premium, locking in a risk free return on the difference if the deal closes. Anyway, BEFORE the downgrade right at Noon EST several large hedge funds sold JDSU short big time...then imagine...BEFORE they could do the SDLI buy-side...what a coincidence DBAB "downgrades" DURING THE TRADING SESSION, an almost UNHEARD OF PRACTICE!...oh joy! What a deal...now they can buy the SDLI side even cheaper and lock in 20% more annualized return on the deal than they could have if they had executed buy-side and sell-side simultaneously, which is the usual practice. The volume today in JDSU and SDLI belies this fact 64 million in JDSU and 12 million in SDLI are volumes way too high for position trades on the last day of trading before Christmas. This is the type of huge volume an arbitrage can create. The costs of financing an arbitrage being tremendously lower than an outright position. The hedgies got their boy James Crammer to whip on JDSU at the same time. Imagine that Tom? Risk free return on the backs of unknowing investors. DBAB happy to take the hit to its' analysts' rep. as they insure huge commission flows in this deal alone as well as future gratuities for providing such a huge risk free return for the funds. Funds that needed such a return to salvage a bad year. Can you imagine this happening Tom? The Houses really would not do this now would they? To: Robert New who wrote (27092) From: CAtechTrader Friday, Dec 22, 2000 5:59 PM ET Reply # of 27128 Robert, the DBAB analyst, the shorts and their minions like Crammer knew that with the Dec. 27 vote on the SDLI merger pending that it would be inappropriate for JDSU to comment today, thus setting up a better exit for the shorts and a great entry for longs. And this rumor they would warn is now bogus as the afternoon has passed and nothing..also note all the other opticals rallied and held their gains today. Were there any validity, the whole sector would have fallen like JNPR and EXTR did when FDRY warned. I would expect after the Dec. 27th vote that Strauss will be firing flames at the short-seller analysts. Early next week is load the boat time on JDSU I agree. And you are so right, the analysts upgrade on highs, downgrade at lows....remember Paine Webber one year ago? QCOM to $1000?...that was the high tick for a year so far. messages.yahoo.com M2