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   Technology StocksRandom Musings of a Virgin Trader (was Dell Diary)


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To: powershred who wrote (175)10/1/2000 6:16:24 PM
From: powershred
   of 210
 
Vendor financing goin sour?
washingtonpost.com

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To: powershred who started this subject10/4/2000 11:33:02 PM
From: powershred
   of 210
 
DELL warns...trades $25 afterhours...

Pretty nifty toy..
powershred.homestead.com
now, if only i could improve the resolution...

the meat...
siliconinvestor.com
Message 14516068
Message 14515987

So lets see.....INTC and DELL warns...can MSFT be far behind?...what are the implications?...long coooollldddd winter?

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To: powershred who started this subject10/7/2000 12:14:11 PM
From: powershred
   of 210
 
WORRY WORRY WORRY....October's just too scary!
siliconinvestor.com

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To: powershred who started this subject10/9/2000 2:57:04 AM
From: powershred
   of 210
 
More BOMBshells?...while its great to have cash...the problem lies in when and how to spend it!...

siliconinvestor.com

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To: powershred who started this subject10/10/2000 2:11:20 PM
From: powershred
   of 210
 
Shooting myself? 4,000 NOK at 35.313
Bought on the heels of MOT earnings day...NOK down $2 on no new developements...if MOT does ok...NOK should be fine...if it doesn't...where's the floor?

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To: powershred who started this subject10/11/2000 11:04:03 AM
From: powershred
   of 210
 
NOK out at $33...$8K loss..MOT meets but concerns over revenue pounded home the concerns...YHOO meet but...

siliconinvestor.com

Lucent warns again...smacked to $21
siliconinvestor.com

How the mighty have fallen...
NT $61
DELL $23
INTC $36
JDSU $88
GLW $83
BLDP $89

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To: powershred who started this subject10/16/2000 12:31:47 AM
From: powershred
   of 210
 
NAZ goes up 7% one day....REVERSAL or fake ORGASM?
siliconinvestor.com

Looks like a double bottom has formed on the NAZ....??

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To: powershred who started this subject10/16/2000 3:57:03 PM
From: powershred
   of 210
 
2500 NT at 66.938...

System1 Buy (GR/NS)
System2 No Signal yet

Lucents' woe..NTs' gain? JNPR kicked...no warnings...wildcard...IBM and MSFT and INTCs' report this week....

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To: powershred who started this subject10/17/2000 1:26:50 AM
From: powershred
   of 210
 
Changing of the guards? MSFT@$50; INTC@$35
MSFT
siliconinvestor.com
INTC
siliconinvestor.com

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To: powershred who started this subject10/18/2000 12:37:20 AM
From: powershred
   of 210
 
IBM misses topline...scales back outlook..
siliconinvestor.com
siliconinvestor.com
if DELL was having a hard time...what makes big blue immune? duh?

INTC beats reduced expectations...
siliconinvestor.com

Markets will probably be cranky....so, lets wait and see after softie then load up on NT...if JNPR rocks...what makes NT so different if it kicks? wonder if this Tarzan logic applies....

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