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- Bookkeping: Closing Ciena (CIEN)
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I cry uncle on Ciena (CIEN). I reintroduced this name to the portfolio as we searched for a new tech name to take advantage of the stupidity of “each time oil goes down $3, hedge funds run into technology”. [Jun 20: Adding Tech Exposure with Ciena] I thought the logic of that thesis was utterly stupid but it was what was “working” at the time, so my logic was I wanted something to go up (a sector or some names) when oil corrected….
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22 July, 2008| Fundamental Analysis |
@ 8:49
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