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To: Estephen who wrote (1790)3/30/2000 6:28:00 PM
From: A.L. Reagan  Read Replies (1) | Respond to of 3070
 
Right now I'm sticking with qcom and msft

I don't think you can go wrong with that strategy. You have two gorillas there... versus a wannabe chimp over here.

Qcom should surprise on earnings since they deliberately downplayed this quarter.



To: Estephen who wrote (1790)3/31/2000 6:01:00 PM
From: Estephen  Read Replies (2) | Respond to of 3070
 
Added. now have 2/7's position. One smart anaylsis, at the close of market on CNBC, who's mutaul fund is now closed, discribe insp properitary technology and service as the architypal b to b. Likes gmst too on the same basis of holding an exclusive position in it's industry.


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