Qualcomm Incorporated (QCOM) Message Board

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Technology Stocks : Qualcomm Incorporated (QCOM)

QCOM 174.01

-0.3%

Nov 14 9:30 AM EST

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To: MileHigh who wrote (58766)	1/2/2000 1:01:00 AM
From: Jon Koplik	Read Replies (3) of 152472

Just wanted to defend Jim Grant a little ... he does not always say "sell everything." A NYT article last week (on "bears" who have missed the whole "move" lately) pointed out that his "Grant's Interest Rate Observer" newsletter carefully explained the compelling case for buying CMGI a while back when it was at a split adjusted price of $12 (currently around $270). (That would certainly have helped un-do following some of his other ideas !) Also, during an interview on CNBC quite a few months ago, after saying how idiotic he thought both the business and the stock price of Priceline were -- he said : if you feel compelled to participate in Internet plays on the travel business, buy Sabre (or whatever the stock vehicle for it is), AND sell short Priceline. I know people like to "pick" on him, but I think his wrong market calls at least have a great deal of thought and analysis behind them. (I know that does not help one's wealth any ...) Jon (former subscriber to Grant's Interest Rate Observer).

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