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Strategies & Market Trends : VOLTAIRE'S PORCH-MODERATED
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To: garnett50 who wrote (10041)10/26/2000 7:29:13 PM
From: Voltaire  Read Replies (6) of 65232
 
Hi garnett50,

JW and I just got back from dinner and RMBS is basically all we talked about. I think today's low is as low as you will see RMBS in the next ten years.

I cannot tell you when it will move but tonight with PS-2 and Comdex showing the INTC P-4 on the 13th of Nov. is the beginning of something that will make QCOM look like a one-way street. Qcom will easily see it's $100 by year end and RMBS, well people are going to be shocked.

Bought 2,000 more shares today.

V
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