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Strategies & Market Trends : Gorilla and King Portfolio Candidates -- Ignore unavailable to you. Want to Upgrade?

To: Jill who wrote (5785)	9/1/1999 1:41:00 PM
From: Uncle Frank	Respond to of 54805

Jill, my leaps are znoat (2001 200s). You may want to look at the 2002 series instead, since they now go as high as 230 strike prices. FranQ

To: Jill who wrote (5785)	9/1/1999 2:04:00 PM
From: Bruce Brown	Read Replies (1) \| Respond to of 54805

>There was an OT comment on Q over on RMBS thread that might be apposite--that fund managers and MM were pushing Q up for window dressing, and meant to dump today, and this "cautionary" news from Everen was the perfect "no news news" to dump. Of course, sometimes analysts are right on (remember Niles--Dell thread--everybody hated him, he was on the money), still I'd think of it as buying opp or put selling op right now You can bet Cramer is in on the action on both sides of the Qualcomm price swing. Who knows - depending on the damage at days end - tomorrow or Friday could be a tide in the other direction just as easily. Long term is the key and buying on the dippity dips is prudent with any spare coins. Niles - Danny Boy that is - is back on the Dell train and the stock (albeit 6 months later) has recovered to his revenue shortfall call price. Not only is the stock back, but MD and company are - well you know the story. It's one of my favorites. His call came at a time when the PC sector was under scrutiny for being at the end of expansion and profit margins (Dell has since proven that theory wrong in the corporate market). This fueled the 'bail' at the time. Qualcomm's bail today is momentum players getting out and heavy volume snatching up the shares at a 10 - 15 percent 'discount' to last week's price. I don't think anyone is calling for the end of CDMA or growing unit sales at the moment. Stride through it all. On other Gorilla news: Danny Boy Niles also hammered Intel in early summer with much more negative statements than the Dell call. He trashed Intel and even raised doubts about Intel's accounting practices. I couldn't believe what was coming out of his mouth at the time. I just shook my head knowing that after the stock sank from his comments, his firm BancBoston was backing up the semi to fill the load. I'm still waiting for Danny Boy to get back on the Intel train now that the price is up over 30 points from his hammer job and the outlook is glowing for Craig and Company. What? Market manipulation? An analyst helping his firm do such a thing? Please - I've never heard of that happening on Wall Street. Have you (not directed at anyone in particular)? BB