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Technology Stocks : Qualcomm Incorporated (QCOM) -- Ignore unavailable to you. Want to Upgrade?

To: marginmike who wrote (34059)	7/6/1999 12:43:00 AM
From: Ruffian	Read Replies (2) \| Respond to of 152472

Mike, Sounds like you are making a "Ton" Why are your "Palms Sweating"? Mp

To: marginmike who wrote (34059)	7/6/1999 1:06:00 AM
From: Uncle Frank	Read Replies (2) \| Respond to of 152472

>> I will not sell my Q, but will be fully insured! I'd like to understand how you will do that. I've discarded the idea of writing calls, as there is too much upward potential based on news events. That leaves puts, which would be very costly. What approach will you take? Frank

To: marginmike who wrote (34059)	7/6/1999 7:54:00 AM
From: limtex	Read Replies (1) \| Respond to of 152472

mm - Lets face it you have to have your head examined if you go into sept-Oct without proper hedge If thats accurate then the market usually doesn't give you a chance to get out or get covered it anticiaptes waht you are gonig to do and does it before you get there. IIn any event how about the German unemployment figures and the Japanese confidence level. Great world recovery eh ..and inflation just around the corner. We'll see whether its inflation that comes or deflation. Still no doubt there will be the usual talkingheadsd expecting another rate hike in September. As for the autumn why do you expect a re-run of last year? There amy not be any inflation in the systenm but the tech grwoth companies are going to accelerate into the year 2000 and for a few years beyond. Ther is no internatiuonal banking crisis or currency crisis. In fact the stage seems set for a period of good solid growth without exterrnal turbulence to scare the markets. Best regards, L

To: marginmike who wrote (34059)	7/6/1999 5:59:00 PM
From: Jim Willie CB	Read Replies (1) \| Respond to of 152472

<<I think 110 pts on Nasdaq is only a 5% upside with a 20-30% downside going into the fall.>> MMike, at least I took a stab at interest rates... I did call 6.15% as the latest top on rates, and IT HAS HELD... you remember the first erroneous call, but forget the second (so far) correct call... I dont seem to be to be able to find your predictions of rates !!! been checking for hours <g> with no additional Fed hikes in interest rates, and with all the Y2K investments, and with all the Y2K inventory "fill it to the brim" stockpiling, the stock market is heading to new highs by year's end... this is gonna be one of the wildest years in history... even the Fed has remarked that inventory buildup is larger than ever before I expect a contraction of historic proportions in the economy between 10Jan2000 and 10March2000... with a negative Q1 in GDP... that is where you will see the next big market correction... after that in Q2-Q3 comes the huge benefits in productivity from all the Y2K investments, updating and upgrading old crusty inefficient legacy systems with perky new Sun and Oracle equipmt and software dont expect any big typical October selloff this year... the Fed is not gonna risk lack of liquidity with Y2K issues on the horizon... not only do we have the Y2K investments and inventory buildup, but an unprecedented increase in cash in circulation... this buildup is historically enormous, with positive implications for stocks in the near term, and brief horrible implications early in the new year... I am reserving a sideline seat for Jan2000 one beneficiary sector in all the buildup is telecomm... everyone is gonna wanna know if Uncle Charly and Aunt Bea are alive and well after traveling by jet... or if the lights went out in Georgia... or if Dad's retirement 401k (inheritance) is still to be found in Fidelity... and phone calls, emails, etc will be mounting bigtime / jim willie