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

To: Jimmyjohn who wrote (53645)	12/12/1999 10:58:00 AM
From: Jimbo	Respond to of 152472

Yea Luskin did seem like a bright guy ! Jimmy Cramer is probably gonna here from those who own his funds - I am sure they really like him taking profits before year-end thus creating a tax liability. IMO these large fund guys are waiting until the end of January to take some profits too much mo until then - they are all gonna pump their bonuses into the market in early January so little chance of a major selloff then.

To: Jimmyjohn who wrote (53645)	12/12/1999 7:20:00 PM
From: Neal davidson	Read Replies (2) \| Respond to of 152472

"Jimbo: I watched the replay of that piece this morning and was impressed with Luskin. He seems to understand the potential of Q and has made it his largest holding." Jimmyjohn: Did Luskin say when he had purchased the fund's QCOM shares? It would be interesting to know (a) how much of its $12,000,000 in assets are comprised of QCOM and (b) whether he is buying it now or whether he bought a small position and its 1000+% increase made it the fund's biggest holding.