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Strategies & Market Trends : Options -- Ignore unavailable to you. Want to Upgrade?

To: Jill who wrote (1154)	1/16/2000 1:10:00 PM
From: steve mamus	Read Replies (2) \| Respond to of 8096

90% QCOM 10% JDSU Option spread. Have made big bets. Has paid off big time already. Stock portfolio more diversified but still over 50% QCOM due to extreme price appreciation (even after selling 20% of my QCOM to have some cash on hand just in case). Current portfolio QCOM BRCM JDSU NT CSCO EMC MSFT TXN NOK SEBL VRSN At market open Monday after New Years I sold all LU, C, CMGI, ICGE, NOK. I bought back some NOK after the early year pounding. All are long term positions. I just starting buying CNXT after some research and comments of Molloy. On pullback I will add more CNXT, BRCM. Will consider more chips at some point including VTSS, PMCS, and wow even INTEL. I wish that INTEL would buy out QCOM. I know most disagree, but this would be per Abbie Joseph Cohen "the supertanker of the chip (telecommunication)industry. Some time ago I registered the net site INTELQUALCOMM.com, with the hope that this would provide a catalyst for this long overdue pairing...for a seat on their board I would even give them the domain name...what a deal.