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

To: Skeeter Bug who wrote (68469)	3/3/2000 8:43:00 PM
From: MileHigh	Read Replies (2) \| Respond to of 152472

Skeeter, You sold some of them, right? Nice call on the sector though... To: MileHigh who wrote (66224) From: Skeeter Bug Tuesday, Feb 8, 2000 1:54 AM ET Reply # of 68470 i own gztc and trps and plan on selling them within the next week. i also own swtx and lgndw, though i will only sell a portion, maybe 50% - 75% of my positions, within a week. i own gztr, asis and mwy and plan on holding them for a while. my portfolio is up nearly 200% since early december after languishing for about 2 years. i do have to apologize for the low return, though. but hey, at least i will keep it :-) my macro view is that the fed is flooding the market with liquidity (money supply up 17% in 1999) and will continue to aggressively support the market until at least election time. the us and world policies used to support the bubble market will eventually catch up w/ policy makers and there will be hell to pay. they can't keep growing monetary supply in double digit rates w/o impacting other economic factors (inflation, value of buck, etc). even though i like the prospects of a few of my stocks RELATIVE TO THEIR CURRENT VALUATIONS (yes, valuation IS everything), i am well aware that when the bubble valuations crack, 99.9% of all stocks will get whacked and whacked good. then i will be buying again.

To: Skeeter Bug who wrote (68469)	3/3/2000 8:47:00 PM
From: Dooker	Read Replies (1) \| Respond to of 152472

Congrats on your fine returns. Glad you've joined the party. But aren't you the guy who railed against an overvalued market,especially speculative stocks (and yours' have negative EPS, to boot)? How you can reconcile your previous views on this thread and yet buy those stocks? You used QCOM as the posterboy for overvalued stocks, and then I find out you're investing in negative earnings microcaps. What makes you tick? I guess you're one of those zany SkeeterBugs. Craig