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To: Box-By-The-Riviera™ who wrote (64773)2/5/2001 2:27:54 PM
From: Earlie  Read Replies (2) | Respond to of 436258
 
Joel:

Cleared this morning's JNPR for a nice profit. Bought some Dow April puts when they spiked it.

Solectron is getting whacked a bit. This should spill over into CLS as the afternoon progresses, so opened the box up on CLS. We shall see.

Best, Earlie



To: Box-By-The-Riviera™ who wrote (64773)2/5/2001 3:15:04 PM
From: pater tenebrarum  Respond to of 436258
 
people simply don't want to believe that there could be a problem...

it's really mirroring what happened with the chip stocks last summer...DRAM prices were in free-fall, and yet MU got one upgrade after another and more importantly, got BOUGHT and driven to ATH's.

until the bottom fell out.


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