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


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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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To: powershred who started this subject10/19/2000 1:51:20 AM
From: powershred
   of 210
 
Pretty damn expensive haircut! yikes $70K wiped!
siliconinvestor.com

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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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