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


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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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To: powershred who started this subject10/31/2000 1:52:23 PM
From: powershred
   of 210
 
Added JDSU 2,500@$72..

Im no genius...
Cable sucks with voice..if it didnt..we'd have it by now...
Telco sucks with video/data...if it didnt..we'd have it by now...
Satellite...well..heard of iridium?

Conclusion...Fiber is here to stay in my diet...

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To: powershred who started this subject11/22/2000 11:29:53 AM
From: powershred
   of 210
 
DOG days...NAZ at Oct 99 Lows...

siliconinvestor.com

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To: powershred who started this subject11/30/2000 2:07:10 AM
From: powershred
   of 210
 
Painful or what?
Message 14901181

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To: powershred who started this subject12/8/2000 12:56:11 AM
From: powershred
   of 210
 
INTC warns...duh..
siliconinvestor.com

seems like the dark days aint endin....white house results still unresolved....nat gas prices shooting up...gasoline at 74 cdn..prime at 7.50

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To: powershred who started this subject12/30/2000 1:02:47 AM
From: powershred
   of 210
 
CRAPPY 2001?
www2.marketwatch.com

Crappy 2000
siliconinvestor.com
siliconinvestor.com

Isn't it that its in times like these that shopping should start?

finance.yahoo.com

msft $43
dell $17
intc $30
csco $38
jdsu $41
nok $43

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