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Non-Tech : The Critical Investing Workshop

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To: CAtechTrader who wrote (31840)9/5/2000 4:00:33 PM
From: Jim Willie CB  Read Replies (2) of 35685
 
do you expect any QCOM autumn lift to light fire under wireless?

I refer to wireless component sector generally
CNXT, AHAA, RFMD, etc

the wireless revolution is not about to get short circuited
only problem lately has been steady lowering of y2000 unit sales
and perhaps lack of significant news

this Piper Jaffray downgrade of Intel today sounds like unadulterated bullshit
all technical journals I read, cited general chip shortage until late y2k at least
I think PJ refers primarily to PC sector, not semis generally
I counted several reco's of Intel last month
PC sector is chugging along fine, nothing torrid
Pentium chips are going in much more than just PC's

INTC had jumped above previous peak at 73
now share price is between the 30day MA and 50day MA

thanks, Jim
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