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To: Paul Merriwether who wrote (3780)	2/27/2000 9:37:00 PM
From: Teflon	Respond to of 8096

Hello Paul!!!! I hope all has been well with you...it's great to "see" you again. Regarding MSFT, the pain may very well continue until a settlement is reached or the litigation moves onto the next phase in the Appeals Courts. As for valuation on MFST's stock, however, I truly believe that over the LONG TERM, buyers at these levels will be phenominally rewarded [IMHO]. No easy answers here, unfortunately... Regarding GMST and QCOM, they are slowly catching up to my MSFT holdings in scope and size. At these levels, I am looking to add aggressively. IMHO, GMST has been manipulated by the Street for accumulation purposes and is about to start its move...and the same goes for QCOM, IMHO. Have I said "just my opinions" enough times to make the point? <vbg> :) Provided the Market (to me the Market meaning the NASDAQ) does not decide to correct in the near term, I am expecting some profitable moves in these areas. Let's hope I'm right since I've avoided many of the biotechs and some other "stocks of the month" to focus on expanding my positions in stocks that I believe will rock over the next few years...GMST, QCOM being two of the keys to that focus. Sorry for the ramblings, I hope I addressed your question! Teflon