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Strategies & Market Trends : VOLTAIRE'S PORCH-MODERATED

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To: stockman_scott who wrote (36021)4/19/2001 11:40:07 AM
From: Jim Willie CB  Read Replies (2) of 65232
 
4 rate cuts and the NazComp is right where it started
that is clear sign of extreme weakness
telecom debt will make news by late spring
if Jack Welch of GE expects recession, we should also
nice run yday, too nice maybe
any followthru? probably

been receiving info on wireless niche players
AMT American Tower -- owns manages cell towers, tolltaker
PUMA Pumatech -- synchronization SW
TQNT TriQuint -- highspeed GaAs chipsets
DOX Amdocs -- billing SW
PWAV PowerWave -- power amps and filters
DSPG DSP Group -- voice recognition and more, single chip

this wireless movement will revolutionize our society
I expect acceleration by 2003
these stocks above are ALL 5-10 baggers in the making

the sucking sound is soon to be the sudden pullbacks
but the Naz is likely to continue upward
it is now at the 50dayMA, risky above that
/ jw
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