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To: KY who wrote (37739)	1/15/2000 6:19:00 PM
From: Marvin Mansky	Read Replies (2) \| Respond to of 41369

KY: I agree. Qcom looks like a buy here, however, not without risk. You know if you "bet the farm" om QCOM at these levels and say, some news comes out Tuesday that perhaps they found an alternative to CDMA that is much better, You know what happens to your "rent money"? I agree that there is always going to be sector rotation, however, I believe (and so does Alan Greenspan) that technology is here to stay and the big names will always see money inflows.