Qualcomm Incorporated (QCOM) Message Board

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Technology Stocks : Qualcomm Incorporated (QCOM)

QCOM 173.96

+1.4%

Nov 11 3:59 PM EST

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To: Jon Koplik who wrote (123192)	8/14/2002 5:27:48 PM
From: Maurice Winn	Read Replies (1) of 152472

<after these people are all out of the market (or, "separated from their position"), THEN we should see where interest rates are going> And where would that be? My guess is up. And sooner rather than on the 10 year plan. And quite quickly, with a V-shaped interest rate recovery from the Great Biotelecosmictechdot.com implosion and asset reallocation at bargain prices [along the lines of fibre sales from the Global Crossing bankruptcy]. Every man and his dog will be borrowing at current interest rates once the gloom and doom have lifted and a touch of excitement once again surges around the world. Lenders will be in short supply, which means go long lending, not short, except that asset values will be rising quickly so it would be a better bet to short lending, not go long on it. That's still my theory [from 3 years ago before the crunch came]. So far, so good, [if a lot slower than I expected and with a bigger crunch than I expected]. Mq

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