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To: Jim Willie CB who wrote (18452)	5/12/2000 12:25:00 PM
From: Detail-MD	Read Replies (1) \| Respond to of 35685

This may be somewhat obvious, but with all of the funds/big cash sitting/waiting, how do they plan on getting back IN when the upside momentum seems "safe" or clear? That would be a violent upside move as shorts cover and managers pile into the big cap techs, etc. Downside is somewhat limited in here, imo. With all of the sideways "base-building" or whatever you want to call it, most of the weak hands have been shaken out, imo. Comments?

To: Jim Willie CB who wrote (18452)	5/12/2000 12:50:00 PM
From: Michael Kimmel	Read Replies (1) \| Respond to of 35685

I'm just wondering... did your broker give any reasons as to the opinion on QCOM? It seems that ever since January, almost every analyst I've seen on CNBC (which I haven't watched since about mid April) had the opinion that while it was OK - they would rather be in NOK and/or ERICY and/or MOT. If you saw my portfolio - which I also haven't seen since the Fall (I can still dream that I have paper money) you would understand that I don't share the analyst's views. Mike