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To: Olu Emuleomo who wrote (105614)	6/28/2000 11:37:00 AM
From: H James Morris	Respond to of 164684

>The chart is awesome! Yes, and that's with the recent 3 for one split! >BTW, are you now a momentum investor? Yes, last year I paid Mark Fowler $3.7 bil for his momentum thermometer.;-)

To: Olu Emuleomo who wrote (105614)	6/28/2000 12:38:00 PM
From: mike machi	Respond to of 164684

~QCOM looking weak.~ From Briefing.com 12:00 -- 13:00 ET (Updated throughout the hour)****** QUALCOMM (QCOM) 63 1/16 -9/16: -- Update -- Merrill Lynch spoke to QCOM management, company expects 4Q EPS to be in $0.25-0.27 range versus estimate of $0.30; Semiconductor sales are expected down 5-10% sequentially; management expects next year's EPS to be in the $1.30-1.35 range versus estimate of $1.40. Mike

To: Olu Emuleomo who wrote (105614)	7/2/2000 1:00:20 PM
From: H James Morris	Respond to of 164684

>So while tech-stock investors lamented the collapse of the "momentum" game in that sector in March and April, suddenly there was plenty of momentum in such unlikely areas as real estate investment trusts and energy stocks. Lately, the momentum has shifted back to some groups more accustomed to that attention--biotechnology, for example. The point is, no matter what the backdrop for the stock market in the second half of this year, there will always be something new and hot for investors so inclined to chase. Maybe it will be technology again, for a month or so, until it again gives way to something else. For those investors who have no interest in playing that game, the likelihood of such an ongoing rotation of sectors brings us back to the idea that the only logical strategy is diversification--large and small stocks, growth and value, tech and non-tech, domestic and foreign. That is rarely as lucrative as correctly picking the hot stock sector of the moment. But it avoids the risk of having too much in the next sector that collapses. ;-)