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Strategies & Market Trends : VOLTAIRE'S PORCH-MODERATED -- Ignore unavailable to you. Want to Upgrade?

To: Voltaire who wrote (4511)9/29/2000 3:25:27 PM
From: dwayanu  Read Replies (4) | Respond to of 65232
 
Hi Voltaire:

INTC's chip cancellation announcement is a WIN for RMBS! The market is yet to realize it.

That one went right over my head. Lawsuits as a positive for RMBS I agree, but missing the holiday market for people who want souped-up PC's ? Perhaps, the delay will make P4 systems more price competitive when they come out?

- Dway

P.S. my total to 600... Ditto, 1/3 Oct 50's, 2/3's Jan 60's. Out of cash or I'd get more. Now, the words 'neutral bias' from the FOMC would be nice! <g>



To: Voltaire who wrote (4511)9/29/2000 3:27:56 PM
From: vc21  Read Replies (1) | Respond to of 65232
 
Volty,

What's your thought on AAPL? A little overdone?

- VC



To: Voltaire who wrote (4511)9/29/2000 3:42:19 PM
From: Nichols  Read Replies (1) | Respond to of 65232
 
I've reduced my exposure on 4 positions, while increasing my QCOM holding. Based on valuation + what seems like great news on the horizon, I feel that QCOM has the best chance to double (should we experience a nice bull market). I'll buy back some of the goodies that I lightened up on, should they drop in a buying range that I'm comfortable with. FWIW.


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