SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Politics : High Tolerance Plasticity -- Ignore unavailable to you. Want to Upgrade?


To: The Ox who wrote (3288)4/12/2001 6:36:06 PM
From: Warpfactor  Read Replies (2) | Respond to of 23153
 
Hi Michael,

Yes, NUFO's rise was quite pleasing. I'm also holding JDSU, JNPR, SEBL, GLW and PKTR in the washed out category. My taxable port was down nearly 25% YTD just a few weeks ago. I'm now off 1.3% YTD. I didn't go in that big on these techs, though, sitting on about 30% cash still.

You realize it is sacrilegeous to discuss long tech positions on this board. Doubly so to mention any long ownership of these high beta opticals and wireless equities. I mean yeah, a case can grudgingly be made to discuss washed up "value" techs like LU, T and WCOM, but you and I are really swimming against the grain here.

BTW, will I be expecting your contest entry before this Monday?

Warp