To: horsegirl48 who wrote (5965 ) 2/1/2002 1:31:41 PM From: im a survivor Read Replies (1) | Respond to personally, I'd be happy as hell if stor would revisit $22, but at this point will take $10 - $12......OPWV = Dog. Down like 45% in two weeks, which means I need 90% gain just to break even....the sad thing is I debated buying opwv at $10.58 or stor at $4.50.....since I already had some stor, I elected to go with opwv and it has done nothing but go down.....very close to 52 week low...not sure if that means, sell and run like hell, or hold on and dont sell at the bottom.....not at all happy with how my BEAS and RFMD are acting.....thought both were good for runs to $25....now it looks more like $15 or maybe less......want some ntap but am scared to buy above $12, and even $12 is pretty richly valued, but they should grow into valuation as storage should do nothing but grow over the years.....wonder if STOR is a takeover candidate for anybody.....the software side of storage is as important as the hardware side, whether it be sans or nas......not gonna sell my jdsu down here.....heck, it could be a long while, but there is way too much unlit fiber out there, and it will be lit someday. JDSU, even with the awful earnings ( we all know things can be better or worse then they look, depending on charges, write downs and etc....)they are the biggest and the best, when it comes to lighting that fiber, and even with the awful earnings report and record setting losses, look at their balance sheet........I dont see ENRON written anywhere on there...in fact, several borkerages have come out and defended JDSU saying they have the best looking balance sheet in the business and although things may be rough for awhile, they see limited downside risk from $7 level and see 12 month targets of $12 - $18, depending on who ya ask.......so, I'll let those shares sit at $7 and hope they dont go down to $2 <ggg>.......same with fdry.....too good a company and very good valuation at current levels......I will hold for the long term and hope jdsu and fdry can both at least make a little run sometime......I tell ya....I think we have a better chance of seeing fdry at $14, jdsu at $14 and atml at $15, which would represent 100% gains, before we see the naz, dow or S&P double from their current levels.....hope so anyway.....and yes, I do have non-teck stocks......KO, KKD, HD and others, but they are not the ones that are very undervalued right now......eventually tech should come back..I think the big ROI's are gonna come from within the tech sector...it just may take 10 years <ggg>...honestly....do you not think the funds and big boys know how much unlit fiber there is out there....and JDSU has been very forthright in stating "business sucks, and we dont know when we will see the bottom, but hope and think it is near".....well, what happens when JDSU announces that business has picked up and the bottom is over and done with.....I think alot of big money is gonna want to get on the trains that will be lighting all that fiber...I think jdsu will be one of those trains, and when they say a bottom is in, I wouldnt be surprised to see her go from $6.50 - $14 in a day or three with good news.......and then again, it could lay dormant and go bankrupt....I have learned to never discount any possibility in this market....
