lt cap,
This is a response to a number of recent messages by you:
1. thanks for the exposition of the rationale to own INFN, esp.
in terms of the timing of their products.
2. You dropped your previous limit of shares by buying another
1k. Why didn't I do that? Because I was thinking that I bough my 1k
shars at $9.37, and after the bounce down, was hoping it might hit
$9.50. But it has been almost a constance 'bounce up, bouce down
for several days. I shold've know it would be on the 'bounce up'
from yesterday's $9.70's prices. Maybe the opportunity will come
again....but not likely because
3. CIEN came in with a strong beat and raised guidance. Yay!
Whole sector on fire today - all boats lifted, CIEN is now in the
black on my account. My NOK loss has been lessened considerably
over the last month or so,, etc. The sector really needed some kind
of good news, some sign that the sector spending was finally not as
lean as has been the signs for a long time now. As I look at CIEN's
price move, I'm seeing a 15% rise, unless my brokerage has it
wrong. Astounding.
4. I own some PANW, and I'm a cople points of breaking even with
their meteoric rise today. Talk abot volatiity! It touched the sky
at $200, missed numbers and guidance and were 'massaging' their
results, an the analysts took them below $110 not that long ago.
I'm embarassed to admit I had no idea that there even was a CC
coming up. If you don't own PANW, but came up with that news, I'm
abashed.
5. Just maybe the sector may start/continue to see some relief
and rise, if capex spending continues to deliver good results. All
boats should rise, as they are doing based on today's news. Sector
is en fuego! The NOK rise is especially welcomed - couple more
'chugs up' and we're in clover, after a cold and extended 'wait'
period.
6. Jester has successfully done his trademark short term
'buy and sell' on INFN. Kudos, yes. Glad my abandoning my usual
stance of 'caution.' was a 'buy' signal, lol Glad I could be of
service, :-)