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To: marginmike who wrote (79768)9/8/2000 11:34:27 AM
From: Webster  Respond to of 152472
 
I believe that part of the DDI Weakness in Subs is how it is reported. I believe that DDI is converting analog customers to cdma. Although they become new cdma subs, it may not improve the total sub count. I recall reading that although totals subs may be flat, that DDI cdma subs are in fact doing quite well. Let's hope this is the case.
Thanks
Web.



To: marginmike who wrote (79768)9/8/2000 11:35:12 AM
From: waverider  Read Replies (1) | Respond to of 152472
 
OT: Mike, just curious...do you have a shopping list?

A few of mine:
I've been looking at SNDK since it broke out. If it holds $80, seems to be ok.
AMGN around 68.
PSFT right here because I think 32 should hold.
INTC around 62
CSCO around 64 if the market holds up.
TTN around 22 if it holds.
GBLX looks interesting around here.
AMCC...would love some of that, but not at these prices. maybe around $160?

Rick


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