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Strategies & Market Trends : Booms, Busts, and Recoveries

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To: TobagoJack who wrote (9396)9/16/2001 6:15:50 PM
From: Maurice Winn  Read Replies (1) of 74559
 
Jay, buy food, water, shelter, communication, fuel, medicine, ammunition - people are now aware that cellphones are very essential parts of life. CDMA phones are the future.

I would not want to be a shareholder in luxury businesses such as airlines, international tourism, high-priced restaurants and $12 martinis.

Here is the word on CDMA: Message 16361758

I said I had priced the WTC destruction into my plans. That's true and more as well, but I am disconcerted that the things which I priced into my plans, such as Globalstar business to zero and techwreck taking QUALCOMM to $50 from $180 and some substantial conflicts and a few sudden, unannounced events such as WTC have all come to pass. I am running out of clearance.

I am not expecting Taiwan to be attacked by China now but that was another thing I had "counted on". I have got enough of my 'wishes' to contend with now. I'm glad I decided way back on 12 March to agree with you that things were not going according to my most optimistic plans and that I should factor in some more mayhem and sell some Q!. Thanks for your free consultancy service.

But I remain happy with my safe haven = QUALCOMM. Events are bearing out that cellphones are essential no matter what is happening to other parts of the economy.

Mqurice
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