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Technology Stocks : Rockwell-Spins off Conexant (CNXT) -- Ignore unavailable to you. Want to Upgrade?

To: hospitalman who wrote (669)2/17/2000 3:52:00 PM
From: MeDroogies  Read Replies (1) | Respond to of 2013
 
I agree, somewhat, with your philosophy, but I don't believe in momentum investing (which this philosophy is a spin off of).
I sold some ORCL to buy CNXT because I wanted to extend my holdings in general, and ORCL had a major runup. If I was strict about a philosophy like that, I shouldn't have sold ORCL (which I have a 10X win on).



To: hospitalman who wrote (669)2/18/2000 3:50:00 PM
From: w molloy  Read Replies (2) | Respond to of 2013
 
Bad news from QCOM

Don Schrock's QCT presentation : Shrock left no
doubt it will be executed as planned and on time. Putting more Q content in
the phone is a big priority (thats where the Sawtek tumble comments came
out). One to look for becoming Q content in future chips is the Power
Amplifier - quote from Schrock - "stay tuned for CTIA"


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