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To: Dutch who wrote (24515)	7/6/2000 2:09:34 PM
From: Mannie	Read Replies (1) \| Respond to of 35685

Dutch... I have sold off 80+% of my QCOM over the last few weeks. I have held them for over 3 years, so even with the weakness this year, it was still a 20 bagger for me.....I won't complain. I still believe they will be a monster in the long run, so I have still held on to some of those shares. But by reducing my financial and psychological commitment to QCOM, the shares can do what ever they will without me getting too fired up about them. NTAP and GMST are my target stocks right now. Scott

To: Dutch who wrote (24515)	7/6/2000 2:27:01 PM
From: techguerrilla	Respond to of 35685

Stocks other than Qualcomm . . . . have much better short-term potential. No question. NTAP, BRCD, ELON, JDSU, RMBS, GMST, LPTHA My problem is that like an immature teenager, I "fell in love" with Qualcomm. I still think the company has more long-term potential than any other company in the technological world. I also need an emotional breather to clear out my head. I can't think of a better time to do that than late July and early August, a time period when the Naz has experienced "corrections" for 10 consecutive years. Qualcomm will likely "max out" in the short term before earnings. I can only imagine how many people are going to be getting out of Qualcomm right before July 19, the earnings date. To do otherwise is to "play the casino," as Tom likes to say. The only way there would not be a further selloff on, say, July 20 is if Qualcomm has an earnings blowout. That occurring is highly questionable and not worth risking, especially right before the late July and early August "correction." Late August? BRCD, NTAP, RMBS, QCOM (?) Those are the stocks on my radar screen right now. One problem I have confronted in this initial venture into the stock market is that the telecommunications sector now fascinates me. Damn, I wish I weren't so obsessive-compulsive. Just porchin' - john -