SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Non-Tech : The Critical Investing Workshop -- Ignore unavailable to you. Want to Upgrade?


To: Dealer who wrote (15643)4/20/2000 11:46:00 PM
From: RR  Read Replies (1) | Respond to of 35685
 
Hey Dealer! Well, I'd love to be there, but just don't see how I can work around the other commitment that weekend. Maybe some other time, though.

Saw your comment about QCOM. Guess you saw mine, too.
A few times a year I just go whacko and rearrange my portfolio. sometimes I have a good reason to, other times I think I just do it to do it. I'm about ready to do that again. I'm getting anxious. While still a bull, I am torked at QCOM. I expected better after its earnings report. Heck even the J got on TV and talked grand things, yet the stock didn't do squat. Seems it is going to need pretty powerful news to move it. I think that will come, I'm just not going to wait any longer.

Have a few more I'm looking to shift to when I move out of QCOM. Like I say, I do the "rr5 shuffle" a few times each year when my gut tells me to. I am not moving out of JDSU, however, until after earnings. That goes against conventional wisdom not to hold over earnings nowadays, but I think it will buck that trend next week.

All this just FYI, FWIW..... ramblings....

Darn, I'd like to meet ya.

Rick