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To: Big Dog who wrote (65959)	5/10/2000 12:19:00 PM
From: Jane4IceCream	Respond to of 95453

"QCOM has got to be a screaming buy at 98!!!" Look at ERICY at 19 (post 4:1 split). Huge infrastructure play worldwide. There are many screaming buys in the market right now but overall I am not touching hardly anything outside this sector. Traders are selling into any rallies these days further prohibiting stocks like QCOM to rise. Long term, its iffy if Uncle Algae does raise rates significantly. This is one reason I joined your sector from trading and investing in the techs and Nets the past few years. Jane (SFY looking strong too)

To: Big Dog who wrote (65959)	5/10/2000 12:20:00 PM
From: Think4Yourself	Read Replies (1) \| Respond to of 95453

RE: QCOM has GOT to be a screaming buy at 98!!! I'm waiting until the stock price gets down to it's forward PE. It's getting close here :o)

To: Big Dog who wrote (65959)	5/10/2000 12:20:00 PM
From: patim	Read Replies (1) \| Respond to of 95453

adpt, atml and cpq are interesting. took half positions in each, but as always, am probably early. adpt at 18 down from 64 in jan. brother works there..says still hiring and everyone upbeat. have not owned tech stocks in a long time.

To: Big Dog who wrote (65959)	5/10/2000 12:35:00 PM
From: stevedhu	Respond to of 95453

Big Dog, PKD now in red by a 1/16, sorry, however HEC is up on nice Vol. and RRC as well as EEX, are up also, at least as I type this, but that's the only GREEN. Take Care Steve

To: Big Dog who wrote (65959)	5/10/2000 3:23:00 PM
From: BigBull	Read Replies (2) \| Respond to of 95453

So PKD didn't pop today. Oh well. Bought more. One by one the problems are being knocked down. The stock probably needed to go down and fill that gap anyway. Today is a good a day as any. IMO when the pressure on the OSX and stocks in general lighten up a bit I expect this puppy to crack 6, then it's off to the races. I have no problems holding this one, or even buying more. Question: The contract for the Caspian rig is for two more years right? Any dayrate escalation clauses in the event oil is found? <g> Also, any possibility they will build another? Anyway the dayrate is pretty good and the consortium needs to find out what they've got here so I don't expect too much downtime for the rig, especially if this field is an elephant. I guess what I'm asking is - How can Parker leverage their role as the lead driller - and make more money due to this find?