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To: Poet who wrote (7027)	4/28/2000 10:31:00 AM
From: edamo	Read Replies (1) \| Respond to of 8096

poet...why not own both? concur on emc/ntap....own both, but realize that even the ceo of ntap looks for 100% growth over the next year or so...this would make the company about 1bil....emc growing at 20% per annum adds 1.2bil per year!.....remember a well seasoned company does not easily give away the market share, regardless of technology, that they took from a sleeping big blue giant... as far as long term investing, i also concur...but those who went long term with qcom at 500+, on margin or with leap calls may have been truly harmed.... the lesson to be learned is not to let parabolic gains morph into real losses....and close your ears to the all too prevalent hype on the boards.....like the msdw commercial aptly states.."know your source"....no better source then the balance sheet!

To: Poet who wrote (7027)	4/28/2000 6:41:00 PM
From: Bridge Player	Read Replies (3) \| Respond to of 8096

<< And finally, with regard to the timing of buys on QCOM and other growth stocks which have pulled back significantly, if one is investing for the long term, the timing of one's purchase means much less than the company one purchases.>> IMO, I find this view to have more validity if one is buying companies with market caps of, say, 5-10 billion, than those with caps of over 50 billion. Certainly there are exceptions, but the continuation of rapid growth as the numbers get larger just becomes very difficult. Most of the really significant money in the market lies in buying successful companies before they get big. BP