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To: Nathan who wrote (54071)	1/4/2001 1:19:28 PM
From: pater tenebrarum	Read Replies (1) \| Respond to of 436258

btw, i forgot to mention CIEN and JDSU, which i also play regularly. my current cycle road map looks for a high around the 22nd...and a very poor last week of January. however, the 15th is also showing up as a potential cycle high. we'll see, yesterday's rate cut moonshot has thrown me off a bit, i'm still not finished assessing this. one thing that argues for the 15th as a high is the already alarming sentiment picture. IBM is curious insofar as it is being propped up in spite of all the bad news emanating from the industry. i agree it should eventually succumb too.