Qualcomm Incorporated (QCOM) Message Board

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Technology Stocks : Qualcomm Incorporated (QCOM)

QCOM 152.72

-0.2%

3:59 PM EST

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To: Boplicity who wrote (37411)	7/30/1999 9:14:00 PM
From: Jim Willie CB	Read Replies (2) of 152472

Greg, you got it backwards y2k is very very anticipated, therefore will not rock a single fxxing thing.. most anticipated econ event in a decade.. it is the surprises (like Russia, LTCM, Asian currencies) that rock stocks August will alternately lull you to sleep, and knock you off your cloud with downdrafts... then comes a strong post-LaborDay rally to catapult stock north... midcaps and smallcaps will outperform largecaps and godzillacaps y2k will resume its torrent of supply as the deadline approaches.. historically unprecedented inventory buildup will lead to surpringly strong economic growth... the only threat to our scenario is for bond yields to inch upward and snip the stock rallies the stock nightmare comes in mid/late Jan2k when the world realizes 90% of anticipated USA-based problems dont happen, and supply of goods is overflowing... then comes violent stock volatility, the likes we have never seen, and mindboggling flight to TBonds as rates drop almost 75-100 basis points in a few weeks... headlines in newspapers will abound, as fear grips markets and interest rates plummet... like a sudden summer storm, it will be over almost as fast as it happens... then money starts accelerating slowly out of bonds back into stocks, of course led by the professionals (experts in disseminating fear) expect the pros to scare you this early autumn into selling to them as the rallies pick up sell sell stocks in Dec99... buy buy TBond futures in Dec99... sell sell futures in March2k you heard it here, jackasses!!! anticipation averts selling -- called climbing the wall of worry / jim willie

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