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Technology Stocks : Qualcomm Incorporated (QCOM)
QCOM 174.53-0.5%11:40 AM EST

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To: Ken Bobey who wrote (90228)12/14/2000 8:10:36 PM
From: foundation   of 152472
 
"Will be ugly tomorrow..."
----------

Maybe.

Maybe not.

Nothing unexpected with MSFT tonight.

Made sense - all the box makers had confessed.

There's a transition ongoing that's not included in the calculus.

The enterprise (think static, contained) is on its way out. The network (think kinetic, expansive, mobile is on its way in.

So MSFT tanks - and ORCL has a great call.

Out with the old - in with the new. Nothing earth shattering.

And specifically for tomorrow, triple witch will distort. And nearly impossible to game.

As I foolishly try and read the tea leaves and charts, I think the NAZ will turn well green by day's end...

But then, I have a dismal record - or perhaps I'm always a day early, as we did close today at 88....
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