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Non-Tech : The Critical Investing Workshop

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To: Sully- who wrote (8613)3/22/2000 1:04:00 PM
From: Jim Willie CB  Read Replies (3) of 35685
 
on QCOM lifting off base
two keys: Nokia and China (in my limited mind)

Nokia is a quantum leap fundamental factor
news of major deal coming between 2 weeks and 2 months
ask me in 10 days and I will say the same thing

China is a major psychological cloud
altho operations (shipments, orders, payments) are unchanged,
the market wants to see a blessing by Chinese politicians
news of cloud passing should be coming this mid/late spring with WTO fasttrack Congressional passage

my best guess is that as April earnings approach, we move off base
still regard this quarter like a maximus shittus mallus diarrheacticus
get it over with, and we move
the famed Time Capsule is coming to an end

I wouldnt be surprised to see a false start beyond the 140 barrier in April/May timeframe, on expectation of news

then in midspring, we move on some real news

really just open conjecture

looks like once again a shift from DustyDowDogs to Nasdaq today
dont expect too much follow thru just yet
we will see, but doubt much continuation until March is almost over
/ Jim
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