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Technology Stocks : Qualcomm Incorporated (QCOM)
QCOM 179.72-1.4%2:19 PM EST

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To: waverider who wrote (94823)2/28/2001 1:40:21 PM
From: DiB  Read Replies (1) of 152472
 
OT
Rick,
I remember our conversations at that time. Boy I was wrong about the duration of this slowdown and the size of the Naz drop! The good thing is that I hope I learned a lot from this which will help me not repeating the same mistakes again.

Interestingly enough, a couple days ago I made my own list that includes some of the names you've mentioned.

AMCC - agree, RMBS - 32 or 22, JDSU - 22, SCMR - 15, BRCM - low 40s, BRCD - 20-25, ITWO - 23, SEBL - 32, JNPR - 52, EMC - 33.

As for the mighty Q, I think from all we know now it's a smart decision to add or start the position in the low 50s.

JMHO.
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