I'm thinking of writing a book. i think i'll title it "Dairy of a Disciplined Investor."
To: Diamond H who wrote (40270) From: gc Friday, Sep 10 1999 11:07AM ET Reply # of 43437 [snip] If a red hot company like QCOM warned through its favorite analyst before a big analysts meeting, don't you worry? Do you really think the company is going to announce fantastic news at the conference? I don't think so.
To: Uncle Frank who wrote (40714) From: gc Monday, Sep 13 1999 7:00PM ET Reply # of 43437
My credibility and my behavior are just fine. Who told you that someone making bearish comments about a stock is considered having behavior problem? Didn't I tell you QCOM was about to go down? I am expecting you to give me some more credibility. Well, let me tell you some more : it is my honest opinion, you haven't seen the bottom on this one yet. Not to scare you. Just I don't like the chart at all. If you like it, you are free to buy more and to post bullish comments here. I won't stop you. But, Am I allowed to post my honest opinion if I want to?
To: Uncle Frank who wrote (40744) From: gc Monday, Sep 13 1999 8:32PM ET Reply # of 43437
Our eyeballs are looking at the same things: news and charts. only interpretation is different. I think I have given you enough of my interpretations. In fact, that is the exact reason you are complaining about. You just want to shot up my mouth. BTW, I do not want to see you or anyone lose money. That's why I am giving you warnings. I am not sure how low this thing could go. But, most likely, it will go lower. Of course, I could be wrong even with my honest opinion.
To: marginmike who wrote (40875) From: gc Tuesday, Sep 14 1999 10:24AM ET Reply # of 43437
Well, this quarter is a done deal. The concern is next quarter.(12/99) Stock today responds to the announcement of Q's intent to sell handset unit. When concern for next quarter sets in, you will see selloff again. I decide to stay on the sideline for now. (No flame please, just my opinion, I could be wrong.)
To: Gregory Mullineaux who wrote (40955) From: gc Tuesday, Sep 14 1999 2:34PM ET Reply # of 43437
I agree with you. The chart is strengthening. Problem is short term. Could be behind us. I am in now. With a few bucks trading profit to pay Uncle Sam. It's not worth it.
To: marginmike who wrote (41004) From: gc Tuesday, Sep 14 1999 2:47PM ET Reply # of 43437
Yes, I am long. The reason I am in is that the cliff has disappeared from my chart. This is a fast changing world! Isn't it?
To: Diamond H who wrote (41062) From: gc Tuesday, Sep 14 1999 7:25PM ET Reply # of 43437
You are absolutely right. It's NOT worth it. I don't think I will do it again.
To: Caxton Rhodes who wrote (41271) From: gc Wednesday, Sep 15 1999 8:20PM ET Reply # of 43437
Fell out of your chair won't hurt that much as long as you don't fall off the cliff. No cliffs any more. I am sure.
To: Jim Willie CB who wrote (41464) From: gc Thursday, Sep 16 1999 4:22PM ET Reply # of 43437
Of course. Do you think I bought back my shares for nothing? My chart indicates it's going to 200 in a matter of days. Period
To: Diamond H who wrote (41530) From: gc Thursday, Sep 16 1999 11:33PM ET Reply # of 43437
I have too many shares to watch it going down 50 points in just a matter of days. (Of course, I dont mind 50 points going up up) I don't think I made a mistake as far as my chart reading is concerned. The cliff was real! Had it not for Q's announcement on handset sale, we would have seen low 140's today. I am much more confident now to own it. and sleep better. Q has made its future roadmap crystal clear.
To: JohnG who wrote (41614) From: gc Friday, Sep 17 1999 9:14PM ET Reply # of 43437
You maybe right. But, if you own as many shares of QCOM as I do, you will have safety concerns as I have. Now, Q is rapidly approaching 200 as my chart had so accurately predicted. I have no complaint. I will look at my chart again this weekend. So far my feeling is that I don't need to take any action. Just ride the market up since the uptrend will continue...Does this thought process make sense?
To: Jim Willie CB who wrote (41755) From: gc Monday, Sep 20 1999 2:17PM ET Reply # of 43437
Jim, the minor correction of this morning makes your prediction of 225 more achievable near term. My chart agrees with you. I am holding until 225.
To: Jim Willie CB who wrote (42203) From: gc Wednesday, Sep 22 1999 5:03PM ET Reply # of 43437
Remember my chart said 225 before Mid-October! Analysts lie all the time. My chart never lies. I would not dare to stay on the sideline, not to mention to short this one
To: Gregory Mullineaux who wrote (42693) From: gc Tuesday, Sep 28 1999 9:45AM ET Reply # of 43437
What is the base for downgrade? Thinking to buy more
To: Gregory Mullineaux who wrote (42700) From: gc Tuesday, Sep 28 1999 11:55AM ET Reply # of 43437
Added one more megaton at 186 today.
To: Jim Willie CB who wrote (42728) From: gc Wednesday, Sep 29 1999 1:30PM ET Reply # of 43437
Q stock. Of course. I have big appetite for Q stock, not for cheese.
To: Zhivago who wrote (42763) From: gc Wednesday, Sep 29 1999 1:37PM ET Reply # of 43437
Hey, Don't you have patients to see today, Doc? You have been following me around for a long time. You should have made megatons of money as I have if you had listened to me. Still holding PSFT? I told you to get out at 50's, didn't I? Now, do yourself a favor, listen to me, BUY QCOM!
To: Zhivago who wrote (42855) From: gc Wednesday, Sep 29 1999 5:43PM ET Reply # of 43437
You go QCOM? Thank you for taking my advice, Doc. I have no argument with you then.
To: Jack Jackson who wrote (42858) From: gc Wednesday, Sep 29 1999 8:04PM ET Reply # of 43437
In my view, the pending announcement of the handset sale will keep the stock afloat. No one wants to miss the fireworks
To: Voltaire who wrote (43066) From: gc Friday, Oct 1 1999 8:48PM ET Reply # of 43437
The best time to buy is either today or Monday
To: Jim Willie CB who wrote (43198) From: gc Monday, Oct 4 1999 12:26PM ET Reply # of 43437
I agree with you. But, I am out again. The momentum is weakening. I will be back in again at "right" moment. Good luck with all of you.
To: Diamond H who wrote (43207) From: gc Monday, Oct 4 1999 1:18PM ET Reply # of 43437
Looks like its going down. Handset sales has been factored into the price. Short term problem still exists. (eps slowed down)
To: marginmike who wrote (43347) From: gc Tuesday, Oct 5 1999 11:09AM ET Reply # of 43438
Hey, I am here. May I help you? Don't weep for me. My money is in CSCO, not bad either. I will be back in QCOM in 170's if it goes down there. |