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To: Jill who wrote (20628)5/28/2000 1:04:00 PM
From: techguerrilla  Read Replies (1) | Respond to of 35685
 
Yes, Jill, all very perturbing

. . . . but clarity will come in due time. This is war! Unfortunately, my financial future is a victim for the time being. I am confident, though, that by mid-July the situation will be quite different. Earnings should surprise. Then we'll get HDR publicity.

First we have to get through the strange happenings with respect to the China Unicom IPO and roadshow. I hate having my account be held hostage by the Chinese government of all people. Tiananmen Square is still etched in the fabric of my soul. China continues, in my opinion, to be an international outlaw. Thank God Korea, CDMA's top country, has its ear.

John



To: Jill who wrote (20628)5/28/2000 4:34:00 PM
From: lurqer  Read Replies (1) | Respond to of 35685
 
Anybody been over on the QCOM 500 thread reading Ruffian's posts?

Yes, although not in full lurk mode I've been hanging around. A hard won perspective was given in this post to v.

Message 11689892

It is my belief that the MM were somewhat taken by surprise by Q last year. Here was a upstart company of which they had a negligible inventory that was the star of 1999. In their mind this "abomination" had to be addressed. They needed inventory, but "their inventory" was in the hands of a bunch of "small fry". Clearly this situation could not be allowed to continue. What better way to squeeze the inventory out of the small fry, than have the stock price plummet to less than a third of its high? I suspect that we are seeing the beginning of the evolution of Q's stock toward the more "controlled" situation alluded to in the aforementioned post. If this is true, be careful. The stock price will be only marginally correlated with company performance. Much more important will be the Cabal agenda. I'm not sure of this yet because Q is much more immature than INTC. However, I currently believe that is the direction we are headed. With these thoughts in mind consider

Message 13777065

Hanging around...

lurqer