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To: Brian K Crawford who wrote (6387)3/8/2000 9:30:00 AM
From: Jim Willie CB  Read Replies (1) | Respond to of 35685
 
Brian, thinking about QCOM LEAPS for Jan2001 with strike 150
want to raise cash with intention of buying back later
in a few weeks, these LEAPS will likely to slightly cheaper

unlike the Dalla Volta, I am NOT ambivalent to being called away
I intend to have QCOM my nucleus core portfolio holding for a decade

picking up cash flow, for two month period cold Qstorage

faves: CREE, ELON, MVIS, CNXT, NTAP, FDRY, CMRC
pretty much in that order
probably will pick only 2-3 of these gems
first three are about to pull back
CNXT just did nicely (noted RuffDog seized the moment)
last three are upcoming giants that I may just watch

my concern is another warning about QCOM's spring quarter
if so, then I want to be in front of it, raising at least enough cash to purchase some banana republic exporter

/ jim