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Non-Tech : The Critical Investing Workshop

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To: Clappy who wrote (6431)3/8/2000 5:05:00 PM
From: Jim Willie CB  Read Replies (1) of 35685
 
China is full speed ahead, with full shipments to 10 firms
that is right, 10 Chinese firms taking orders now
the only people unaware of this are the Wall St analysts, momentum players, and myriad minion investors
not to mention the Chinese politicians
Chinese newspapers are denying that CDMA is being delayed

source of info is someone who attended shareholder meeting

yes, right, we are all waiting for China to kick in
we are waiting for WTO approval, supported by Armey
then QCOM can run unabated
what a load of crapp

China is on now, with effects probably in current quarter
it should be clear when Q reports in April
that is two days before option expiration
so wed before 3rd friday of april is earnings announcmt

best quote was:
"Jacobs, Thormley, and Sulpizio looked like they swallowed farking canaries, each smiling ear to ear"

I wish my trading account mgmt was as good as my analysis

havent sold ANY calls for QCOM, might not
did put in orders for CREE spaced between 163 and 173 by 5
I waited until this range was visited, wanting to see the lows recover
/ Jim
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