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Pastimes : G&K Investing for Curmudgeons -- Ignore unavailable to you. Want to Upgrade?

To: Uncle Frank who wrote (115)	11/29/1999 11:24:00 PM
From: JohnG	Read Replies (1) \| Respond to of 22706

FranQ. I've never seen so many wussies worry about something at one time. JohnG To: FedWatcher who wrote (51996) From: JohnG Monday, Nov 29 1999 11:07PM ET Reply # of 52002 FEdWatcher. Think of this as a despiration move by CSCO. Their current franchise is under attack from every direction. Do you think all those US cable companies will stand buy and let their franchise evaporate. No, they will consolidate and do what they need to do anyway to offer cable modems, phone service and internet. Do you think AT&T will let CSCO siphon off all their cable customers to wireless. Do you actually think people in less wealthy countries will buy two phone services or be content with a mobiye CDMA service that servs both purposes. Do you think CSCO is so brilliant that it will suddenly deploy on a timely basis a massive untested but workable wireless service out of nowhere. Do you really think CSCO can go into the "just add water" instant wireless business? CSCO has a lot if resources, but magic isn't one of them. Really, we must not be scared of our shadows here. Perhaps this is a grand negotiating gambit from CSCO and others to get a better deal on HDR. HDR is a this year technology. CISCO's has many of the charachteristics of vapor ware. JOhnG

To: Uncle Frank who wrote (115)	11/30/1999 1:32:00 PM
From: freeus	Read Replies (1) \| Respond to of 22706

rewise to roll out to April In spite of a great stock and wonderful news up ahead for Qcom, I'm personnally no longer comfortable with calls that have less than two-three months left on them. Q is very volatile so shorter term should be ok if one is watching daily but I just would rather have more leeway. The name of the "game" is profits and more time gives me more chance for ups as well as the downs. And I'll probably sell my Aprils sometime in Jan: if I leave some profit on the table for someone else that's fine, but I know how often we have corrections in tech world in the spring and I just dont want the stress. Freeus