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To: adairm who wrote (30266)	8/23/2000 9:34:33 AM
From: freeus	Respond to of 35685

reget your portfolio positioned Well that's what I thought I'd done yesterday and then that terrible weak closing. I still have some cash for October though. Your strategy on selling puts on stock you don't own makes sense (or perhaps just own a little bit). Double whammy if the underlying goes down and double pleasure if it goes up. If you hold too much. Freeus (I still have a lot of leaps for Qcom but as of a few minutes from now I won't own any more shares.)

To: adairm who wrote (30266)	8/23/2000 6:23:43 PM
From: walkman_99	Read Replies (2) \| Respond to of 35685

Hi I just noticed you made a plea about Qcom. I am long on the stock (which hurts because I'm down about 75k in my 401k account). But, the fundamentals are still the same as they have been for a long while. George Gilder just sent out his most recent issue ... he devoted nearly the whole 8 page issue QCOM. He explains the fundamental reasons why the third generation buildout of CDMA200, 1x, etc are far superior to GSM and TDMA when it comes to handling fast data throughput over broadband wireless conections. He thinks wcdma, a variant flavor of cdma being backed by european wireless operators will never be successfully implemented because of inherent limitations and their inability to handle packet data rates above 56k. Meanwhile, cdma 3G is just around the corner and the speeds of 2.4mbps are likely to be bumped up significantly (he indicated announcements forthcoming in next few months). Don't fret, you've got lots of company that believe we will be looking at mid-50's from the rear view mirror. rzw@longonqcom.com