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Technology Stocks : Qualcomm Incorporated (QCOM)
QCOM 182.03+3.2%3:21 PM EST

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To: Jon Koplik who wrote (111258)1/22/2002 2:01:29 PM
From: Wyätt Gwyön   of 152472
 
if Mucho is indeed now heavily invested in fixed income securities (as he has stated) ...
One must remember that being in bonds is not as exhilarating as being in wireless stocks.


true, especially high-quality issues of short duration. i have a short on the QQQ equal to about 1% of portfolio value...its daily change in value is almost the same as that of the other 99% of the portfolio (which is 90% bonds, though much very short term).

i kind of want the QQQ to rise to 45 so i could short a bit more aggressively. BTW, WTF happened to QCOM.
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