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Technology Stocks : Intel Strategy for Achieving Wealth and Off Topic -- Ignore unavailable to you. Want to Upgrade?

To: Sonny McWilliams who wrote (26295)	7/27/2000 6:10:38 PM
From: William Hunt	Read Replies (1) \| Respond to of 27012

Sonny ---Durables goods up too strong ---employment cost on a yearly basis up 4.4% ---too strong for the FED ---need to raise rates per CNBC . Now we have the anal-ysts yelling the economy is slowing down ---corporate earnings will slow . Who the heck is right ---the people who are trying to screw the individual investor ---simple as that ---jerk them around and take their money . Saw where the Saudis are thinking of backing off their 500,000 barrel day increase . Too much oil on the market yet inventories are down 11% from last year . Well that give us an idea of how screwed up the market is --will wait it out . Not ready to give the hard earned money a way even though I am tired of the distortions . I personally do not see the need for another interest rate hike . I did not buy an jumbo jet last qtr and have no intentions in the near future . As far as technology earnings the only thing that is increasing earnings for the Fortune 500 is investment in technology to increase production which in turns help control inflation . Have not made my mind up on the election but wish Bush would have taken Colin Powell , Christine Whitman or Ridge from PA . It would have a better choice . Sonny as far as QCOM is concern ---between now and the first of October you need to look at it closely for the following reasons . 1)Nok third qtr warning today was in part due to Sprint and Verizon having stop selling NOK phones as of July 1st --they went all digital and "Q" ASIC chips have been the only one qualified to be sold by either . This will hurt their sales going forward unless they strike a deal with "Q" . 2)The subsidy ban in Korea will end by October ---The Korean telephone companies will be the first to deploy 1X ---( data download at 144 k per second ) ---subsidy bans in the past have only lasted three months ---this started in June . 3)Spinco ---the chipset spin-off will make a major deal with a GSM IPR partner to incorporate GSM into the new W-CDMA chipset which will be on silicon by FEB 2001 Hope I have not talk to much --but watch and pick your entry over the next two months ---I think you will be happy by spring BEST WISHES BILL