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Non-Tech : The Critical Investing Workshop

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To: Clappy who wrote (22785)	6/20/2000 11:54:00 AM
From: techguerrilla	Read Replies (2) of 35685

My first non-Qualcomm "psychology" post I'm not into TA. But I have a great brother to advise me in that area. There are three companies that now totally intrigue me: NTAP, JDSU, and RMBS. They are the companies I want to own. 1) NTAP is going to pull back. Then? ENTER. 2) JDSU is going to pull pack today. Maybe even back to the 100 teens. Maybe not. Then? ENTER. 3) RMBS? Volatile, volatile, volatile. "Buy the rumor, sell the news." The news is OUT. The stock has flown. Short? Possibly for now. It's really hard to own a volatile stock. Isn't RMBS the definition of a volatile stock? 4) . . . . QCOM? Will rock. It's just a matter of time. We all know that. In the meantime, it's a volatile stock. Volatile downward. <ggg> Haven't seen any volatile "upwardness" lately, have you? Sheeeeee-it! All the bad news is priced into the stock. Any deal withy Nokia will ignite the stock. Nokia has to deal. They will soon. I'm convinced that something with the chipset division is in the works. What, though, is hard to predict. Qualcomm is now almost totally obsessed with its forward-thinking technological development structure. It's like the damn company has become bored with its mundane chipsets. HDR and 3G appear to me to be the focus of their attention. Certainly Jacobs'. BWDIK! I'm just a lawyer/economist/mathematician/techguerrilla. Wounded at that. Just porchin' (under the influence), John

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