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


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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
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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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To: powershred who started this subject1/15/2001 4:26:37 PM
From: powershred
   of 210
 
Aint we a pretty sight...
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siliconinvestor.com

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To: powershred who started this subject2/12/2001 1:52:02 AM
From: powershred
   of 210
 
CSCO misses by.......a PENNY!
public.wsj.com

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To: powershred who started this subject11/2/2002 6:59:36 PM
From: powershred
   of 210
 
Holy Cowabanga.....the lessons I learned....
- No such thing as buy and hold (but I already knew that right?).
- Once there is smoke; there oughta be fire(s) ala NT, GLW, JDSU, etc...
- Money management is better than being "right".
- There is only one person that you are accountable for your decision - YOU
- Amazingly enough, despite all the turbulence....DELL has been gravitating btw the the 20's! and seems to be getting its fingers into everything else from storage to printers to handhelds...whats next? phones?

A lot has happened since Feb 2001....
- 9/11 happened and the world aint the same....
- Telco imploded; overcapacity was the blamed culprit (greed more like it)
- Scandals.....Enron was the biggest...then came Worldcom...Tyco....heck, even Martha Stewart is embroiled in an insider trading case...a lot of hurtin goin on there!
- DOW is in the 8500 level; Naz at the 1300 level; both making 5 yr lows
- Headlines are about a double dip recession; almost every news is crappy; almost everyday the market losses ground...

The best thing about this thread....kept things in perspective and definitely a humbling learning experience....bulls and bears make money...pigs get slaughtered....or everyone is a genius during a bull run....

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