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To: techguerrilla who wrote (15850)	4/22/2000 5:01:00 PM
From: elpolvo	Read Replies (1) \| Respond to of 35685

che- three things... NOT TRUE 1) we've been so close to the story for so long, sometimes we think we've overhyped it to ourselves. NOT TRUE! 2) we think the recent market action tells some kind of story about the value of owning a piece of qualcomm for the next five years. NOT TRUE! 3) we don't want to go to atlanta in june. NOT TRUE! we is: VOLTAIRE'S ANGELS!! (arriving at porch on harleys with tattooed biceps! god help georgia.) love, -polvie

To: techguerrilla who wrote (15850)	4/22/2000 6:16:00 PM
From: pinhi	Respond to of 35685

Excellent job TG. Totally agree. <eom> Pinhi

To: techguerrilla who wrote (15850)	4/22/2000 6:32:00 PM
From: Jim Willie CB	Read Replies (5) \| Respond to of 35685

Richard Janitor makes a compelling case for QCOM undervalue I love the details and am encouraged within Q's microcosm unfortunately, the Naz market is controlling both the money flow and prevailing sentiment I can point to a few other compelling stocks with PEratios grossly below current growth rate they tend to be companies whose stories are not well understood since the handset sale to Kyocera, the New Qualcomm Business Model (aka Intel Model) is not well understood at all the Naz Generals are under attack only Cisco and Oracle are holding up well MSFT and Intel are under seige Dell is merely hanging on until Qualcomm becomes a household word, Janitor's promising words will only serve as angel's voices singing the truth during warfare I see NazComp at an absolutely critical juncture right now and Microsoft's unending trouble will not be going away I see the widespread discouragement (and even my own) in contrary terms as bullish from this point I dont read quite enough stories of complete destruction among the internet sector yet their destruction is necessary to remove remaining excess it could be that we are ready for a reflex rally of sorts I see trouble in August or late summer sometime the Fed is not done, and will raise rates more will they continue with rate hikes EVEN AFTER EVIDENCE OF SLOWING EMERGES ??? Housing sector already showed negatives on growth next is Automobile sector, then PC sector sorry for such negatives, but I am getting overwhelmed by troubling evidence THE GREATEST RISK TO THE STOCK MARKET IS THE FEDERAL RESERVE they operate by tightening until they see evidence of slowing then it is too late that is their history many internal forces have already slowed certain sectors... the PC and computer sector general is seeing some effects of slower growth now that Y2K is over, the B2B internet phenomenon notwithstanding... these internal market forces are sufficient in my opinion to eliminate the need to slow down the economy, as the Fed sees as necessary but the Fed believes it to be their duty to slow down ever watch a train go over a bridge into a chasm? you cannot stop the train cars once a few topple over that is my worst fear with the Fed and the economy the only thing offering me hope is the ElectionYear this will be my last morose posted message for a while we will see what comes next / Jim Willie