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Technology Stocks : Qualcomm Incorporated (QCOM)
QCOM 159.59-3.9%3:59 PM EST

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To: scott who wrote (22412)2/3/1999 1:17:00 PM
From: Sawtooth  Read Replies (1) of 152472
 
<<I own NT, QCOM, LU, CSCO, NOKA, ADCT, TLAB ...........this is fun!!! I am seriously overweighted in the tele/datacom theme. I don't sleep too well when things look somewhat sour in data/telecom. But man is it fun when things are hoping!!!>>

Hi, Scott. It looks like you might need to sprinkle in a pinch of LOR and GSTRF to push that teledatacomm stew allocation to *extreme* from *seriously overweighted*. And a snip or two of CIEN, up 12% today. Just a thought. 'Course, you won't get any sleep, then! <GGG>

...Tim (aka: *extreme*. And, sometimes, *sleepless*.)
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