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To: RR who wrote (15637)4/20/2000 11:36:00 PM
From: Dealer  Read Replies (1) | Respond to of 35685
 
Rick you really gonna really miss out. If there is any way you can change ya plans do it. This one is gonna be worth it.

And darn it! I wanted ya to be there, too.

love ya,
dealer



To: RR who wrote (15637)4/23/2000 3:55:00 PM
From: RR  Read Replies (2) | Respond to of 35685
 
Hi Troops. I mentioned last Thursday I was getting out of QCOM unless some good news came out soon to get it moving. Got a lot of messages after saying that. Guess I shook a few folks. I've been studying a bit since then and I've not changed my view. I'm still a BULL all the way and for a long term holder, QCOM is a great holding. But, as I said in a post the other day, I do options, and the style that I do best is move in/out of positions periodically. I am not a trader, just an aggressive options investor that takes large positions selectively. I assume the risk. Sometimes I lose big, but more times I win huge.

I still believe that JDSU is going to kill the numbers next Tuesday and have a great conference call. I think it will buck the recent trend and not sell off after earnings. If I am wrong, I get kicked in the teeth. My largest JDSU position is a Sept call position, so I have some time to rebound. I'm holding on JDSU.

CREE.... I am holding on it. It has held up pretty good in all this.

My last position that I have, as you may recall, is BRCM. I still think it is a great stock but I've played that one out, too. I think I'll rotate out of it this week if we get a bump, just like what I plan to do with QCOM.

I will probably buy QQQ calls and puts for awhile, or at least until I feel a bit better about a market trend.

Overall, I still believe we are all going to get rich again this year. I believe 6-9 months from now, as I've said before, we will be looking back at this awful time and just smile.

I'm still a BULL!

Just thought I'd pass what I'm doing along for whatever it might be worth. I always enjoy knowing what others are doing.

Hope everyone has a happy Easter.

Rick