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


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To: powershred who started this subject10/22/2000 7:09:00 PM
From: powershred
   of 210
 
End of the Party at 2001?
Subject 37210

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To: powershred who started this subject10/23/2000 1:46:32 PM
From: powershred
   of 210
 
Corning and SDLI beats street..can JDSU and NT be far behind? both off more than 2% for the day...
cbs.marketwatch.com

LU woes..company specific?
siliconinvestor.com
siliconinvestor.com

Kondratief cycle peaked?
Message 14639844

CLEC financing a big drag?
Message 14635979

Oh yeah...everyones' a genius after the fall...
siliconinvestor.com

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To: powershred who started this subject10/23/2000 1:48:39 PM
From: powershred
   of 210
 
Added another 1500 NT at 66.5625

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To: powershred who started this subject10/23/2000 4:01:41 PM
From: powershred
   of 210
 
More CYCLE babble jabble..?
morphocycles.com

Mind you I have also read....
The Great Reckoning...
Bankruptcy 1995
What was the other Ravi Batra bumble goo?

The world still continued to tick and the market continued to march...but then these guys will always say....its gonna be different this time.....really?

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To: powershred who started this subject10/24/2000 1:37:06 AM
From: powershred
   of 210
 
Is it really different this time?
thestreet.com

Simplistic view to life...
Oil crisis? yeah right....has been and will always be artificially pumped up..days are numbered...fuel cells soon to be here. Till then we'll have to pay more around the pumps...but we're always making more money....or are we?

weren't we supposed to have already imploded by now due to the debt time bomb?

Still long NT...will most likely add again tomorrow...

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To: powershred who started this subject10/24/2000 12:07:40 PM
From: powershred
   of 210
 
NT earnings day...flat to slightly down...both D and Naz up...probably those that dont wanna hold over earnings....

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To: powershred who started this subject10/25/2000 12:32:17 AM
From: powershred
   of 210
 
Yikes!..NT clobbered after hours..
siliconinvestor.com

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To: powershred who started this subject10/25/2000 12:50:33 AM
From: powershred
   of 210
 
Just does not make sense...or does it..
news.moneycentral.msn.com

Seems like the "souring comes from"
- inventory bottleneck
- not enough installers
- instead of around $12B run rate...its now just over $10B..

Slowdown? what slowdown?.... how many Billion dollar companies can grow at 30% clip?

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To: powershred who started this subject10/30/2000 12:13:12 PM
From: powershred
   of 210
 
ANALyst opens mouth CSCO goes south! $45

siliconinvestor.com

Where were all these reports when it was at $80?

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To: powershred who started this subject10/31/2000 1:14:12 AM
From: powershred
   of 210
 
TOO MUCH FIBER = Diarrhea?
siliconinvestor.com

The mother of all buying opportunity or a sucker's market? Only time will tell...

Currently, cooper lines connect...cable connect...if the NET is really going to be a central part of our lives...OPTICs are the solution...heck the difference btw phone and cable download is like night and day....there is still so much copper to be replaced....

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