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Strategies & Market Trends : Piffer OT - And Other Assorted Nuts -- Ignore unavailable to you. Want to Upgrade?

To: The Phoenix who wrote (37337)6/4/2000 10:47:00 PM
From: Jorj X Mckie  Read Replies (1) | Respond to of 63513
 
Gary, I got out of QCOM on Thursday.

Message 13809603

I guess that it is probably best to be cautious when factoring in news that concerns China Unicom. It is important to remember that different cultures have different ways of doing business. The TD-SCDMA may be a real factor or it may be a way for C-U to negotiate a better deal...I don't think we can know right now. Until the China deals are in the background to something else that is bigger, I am just going to stay away completely.



To: The Phoenix who wrote (37337)6/5/2000 11:47:00 AM
From: Jorj X Mckie  Read Replies (1) | Respond to of 63513
 
Gary, saw on the CSCO thread that you were selling today. Me too. I sold my QLGC and HLIT today...both very good plays. Holding CLRS, MRVC, NT, SLNK, CSCO and added NEM.

EDIT: Ditched my CLRS too.

I am going to be traveling most of the week and wouldn't be able to babysit and I think that we need to pullback around here so I decided to lock in some of those profits.


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