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Non-Tech : Auric Goldfinger's Short List -- Ignore unavailable to you. Want to Upgrade?


To: Sir Auric Goldfinger who wrote (7546)2/28/2001 8:27:05 PM
From: RockyBalboa  Respond to of 19428
 
Congrats!

Some people never learn!

Message 14664794

Some had good ideas, I must admit: JDS = Komag:

Message 14697844

That's how it works in this JDSU world. JDSU is making things flat out because its customers are making things flat out. I fully suspect that JDSU is going to report a great quarter tonight. But JDSU's customers are just beginning to feel the slowdown from the problems in capital expenditure at the big customers, the large telecommunications companies that put in all of this stuff. Those companies donýt need any more of the stuff made by JDSUýs customers.

JDSU will learn that soon. Not soon enough to help you. But soon. JDSU is Komag, you see.



To: Sir Auric Goldfinger who wrote (7546)2/28/2001 8:27:05 PM
From: RockyBalboa  Respond to of 19428
 
Congrats to INSP/GNET/SI for double posting...



To: Sir Auric Goldfinger who wrote (7546)2/28/2001 11:39:01 PM
From: Dana Johnson  Read Replies (2) | Respond to of 19428
 
Auric, how do you like NTAP and SCMR short? What are some of your favorite tech short ideas here? I think we could possibly have a major puking near term and want to have a nice shopping list of short scalp ideas. TIA!

dana