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To: CAtechTrader who wrote (16645)	4/27/2000 3:54:00 PM
From: uel_Dave	Read Replies (3) \| Respond to of 35685

<<Why rotate out of QCOM?...own both>> I agree, I own both ( QCOM & JDSU ) and NT. I intend to keep them for the next five years or more (LTB&H); however Rick is playing options and QCOM is not moving fast enough to take advantage of his strategy IMHO. Regards, David

To: CAtechTrader who wrote (16645)	4/27/2000 4:10:00 PM
From: RR	Read Replies (1) \| Respond to of 35685

Hi CAtechTrader: To answer your question, pull up a number of my previous posts the past 2/3 weeks. In them, I state specifically why I am rotating out of QCOM. I also stated that for a long term holder, it is super. I have many of my family members still holding it, but for my style of investing, I am not waiting on it to move any longer. Hopefully some of the good news about QCOM will hit very soon to move it forward. In the meantime, I move on. How about that CREE today, Troops. Rick

To: CAtechTrader who wrote (16645)	4/27/2000 5:07:00 PM
From: im a survivor	Respond to of 35685

<<Why rotate out of QCOM?...own both...QCOM is starting to show leadership again...one day does not a trend make I know...but then again the longest journey begins with one step...I am hanging my hat on the latter..QCOM was the first major NAZ stock in the green today and I think that means something. >> Couldnt agree more....there are lots of stocks that may be worth trying to time...but I just dont see why anybody would want to try and time the movements of what i believe will be the largest market cap company in the land one day!! JMHOOC Keith