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Strategies & Market Trends : The New Economy and its Winners

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To: Jorj X Mckie who wrote (1465)9/20/2000 12:37:27 AM
From: Libbyt  Read Replies (1) of 57684
 
was an engineer at TUTS...There is a great deal of demand for DSL components and devices right now and my information suggests that the demand (and associated backlog) will continue for 9-12 months.

I really like TUTS...and have followed it for the last six months, and recently started a position in this company. Living without DSL for 10 days was an "eye opener"...I hadn't realized how much I count on the ability to quickly use the Internet for information as well as the ability to check on a stock position or place a trade. I had forgotten all about dial in modems, and getting disconnected. I know I wouldn't use the Internet nearly as much if I didn't have a high speed connection available. Thanks again for the help with the TA of TUTS.

Has your board discussed QCOM? I listened to the CNBC interview today where a move to 100 on QCOM (in the next few months?) was based on TA. It seems like QCOM is once again becoming "back in favor" and on the verge of announcing several important agreements. I am thinking of significantly increasing my position in QCOM tomorrow.

Thanks again!

Libbyt
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