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Technology Stocks : Qualcomm Incorporated (QCOM) -- Ignore unavailable to you. Want to Upgrade?

To: Keith Feral who wrote (81075)	9/21/2000 6:23:45 PM
From: limtex	Respond to of 152472

KF - Q going to be hit bad tomorrow due to lower than expected sales in Europe of cdma-2000 ASICS!!!!! OH well maybe it was better Q didn't get NOK as customer till Finland gets rid of that nonsense currency and gets itself some hard and stable currency. Your post is just the tonic on an evening like this. NAZ tomorrow.... any guesses more or less than a slide of 400 pts? Best regards, L

To: Keith Feral who wrote (81075)	9/21/2000 6:28:56 PM
From: Voltaire	Read Replies (3) \| Respond to of 152472

FWIW, As I have been saying the last two days, everything being equal with the Fed and there being no Catalyst, the market will still proceed forward. Well guess what? There still is no REAL catalyst, only a SEMI CRISIS. Yep, I know, poor little old Intel is only going to have margins of 62% as opposed to the 63 to 64% they had given as guidance. The joke will be on the poor souls THAT ONCE AGAIN PANIC AND BAIL OUT OF STOCKS because the MAJOR HOUSES will not. RELAX - All we have here is a high profile company that is required to state whether or not they may miss a smidge on their multi BILLONS of Revenue and margins for Christ sake. Yes, it will effect the markets BUT NOT NEAR AS BAD AS THE PSYCHOLOGICALLY IGNORANT THAT I HAVE BEEN READING ARE SAYING. So, what do we have to look forward to tomorrow: 1. Without the Houses, we would have at least a minus 500 point CLOSE on the NAZ tomorrow. 2. As a result of the wonderful relationship that we have with our friends the HOUSES, we will probably see a intra day range between a minus 250 and 300. 3. By the end of the day I feel the Houses in order to arrest the panic will bring the Naz back to finish down between 150 and 180. 4. There will be a slew of NOT SO NEGATIVE spins on INTC and it's warning that will be the main CATALYST for holding everything reasonably together. 5. Oil prices will decline some 6. Euro will strengthen 7. Meeting on EURO with clandestine participation by U.S. this weekend. 8. Monday - positive spins continue and begin our recovery with THE HOUSES AND SMART BUYERS PICKING UP UNTOLD BARGAINS. 9. The TIME TO BUY WILL BE THE FIRST TWO HOURS TOMORROW. 10. I will be buying the following - EXTR, QCOM, RMBS, and INTC. Obviously the HOUSES did not bring about this little piece of news but you can bet your sweet butt they are meeting at the moment to ascertain exactly how they should proceed in regards to enhancing and protecting their inventories. This is one of those rare opportunities where even the average Joe will be able to say " I was digging in the trash pile and underneath, I hit Gold ". It is imperative to remember: 1. The Houses are your friend and you will witness exactly why tomorrow. 2. THEY NEVER DESTROY NOR ALLOW ANY OTHER ENTITY TO DESTROY THEIR INVENTORY. Selah, Voltaire

To: Keith Feral who wrote (81075)	9/21/2000 6:48:27 PM
From: Jacob Snyder	Respond to of 152472

It's one of those "glass-half-full/empty questions": When you measure the stock price today, which yardstick do you use: your cost basis, or the high? You are a true LTB&Her (and have proved it by holding through several debacles), so selling at the top was simply not an option. Your method, and the stock's volatility, guarantees that you will repeatedly be looking at 50% or worse losses (measured from the previous highs). Whenever that happens, there is a temptation to "re-evaluate" a commitment to LTB&H (at exactly the wrong moment to do so). Yes, I think tomorrow will be the "gut test" for the market (or at least the Nasdaq 100). That means it's time to BUYBUYBUY!!!!. JS@what'smymarginlimit?.com