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Strategies & Market Trends : Steve's Channelling Thread -- Ignore unavailable to you. Want to Upgrade?


To: Zeev Hed who wrote (2642)6/22/2000 2:02:00 PM
From: robbie_nw  Read Replies (1) | Respond to of 30051
 
QCOM rumor of NOK buyout



To: Zeev Hed who wrote (2642)6/22/2000 3:27:00 PM
From: Logain Ablar  Read Replies (1) | Respond to of 30051
 
Hi Zeev:

It is amazing how you attract FOOLS like flys fly to shit. You know the ignore button is great and I'm glad its working for both of us. Amazing how people don't understand it is more importan to protect capital and balance risk / reward (you are much better at this than most, but your older <gg> than most)

I can see the NAZ retreating to 3,900 (even 3,850) between now and next Wednesday with some of our companies following. If it goes below 3,850 I'll be re considering my buy and hold strategy. The oil and fear of a hard landing can still change the outlook where we are only in a bear rally versus a recovery. Time will tell.

I did sell some LPTHA earlier and purchased a small amount of VLNC. I have a few orders outstanding but doubt if they'll be filled today. Maybe tomorrow.

QCOM - Zeev fundamentaly from Gilders report CDMA has now overtaken TDMA in the US (I beleive he was using handset sales). This bodes well for QCOM while hurting NOK. I can't see QCOM selling out so I'd put the buyout as a false rumor. LSI should not be forgotten as a CDMA play. Remember their SNE connection.

Tim