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Politics : High Tolerance Plasticity -- Ignore unavailable to you. Want to Upgrade?

To: energyplay who wrote (17477)	11/1/2002 4:13:35 PM
From: Warpfactor	Read Replies (1) \| Respond to of 23153

Were setting up for a "Big Monday" - to the upside. Given such a big monday, my overbought sirens will be flashing and wailing. I am only about 25% long. Mostly energy, but I've got half a dozen remnant tech positions (200 JDSU, 1000 AKLM, 300 IWOV, 100 HGMCY, etc.) that all went nuts today. Running of cats and dogs?? These are positions that, I tried to sell once and only got partial fills. I didn't think selling $400 of JDSU was worth the expense of commission. Warp

To: energyplay who wrote (17477)	11/1/2002 4:24:16 PM
From: CommanderCricket	Respond to of 23153

I can not imagine much good news from tech. Even where business is showing life like metro ethernet, competitors are busy destroying margins. For instance, Force 10 Networks (private) has a next generation ethernet switch/router that is 4x tighter than either Cisco's Catalyst series router or Juniper's routers. So what happens, Cisco is dropping prices 25% - 30%. They are not going to make it up in volume. Many deflationary examples out there. Very tough business environment. telecommagazine.com