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

To: lurqer who wrote (7769)	10/13/2000 12:30:31 AM
From: Sully-	Read Replies (1) \| Respond to of 65232

Hi lurqer, I'm working on my plan for tomorrow & early next week. I really don't want to part with my QCOM. I know I don't have to sell you on their fundamentals or explain how it has already been taken out & shot..... repeatedly...... If China is real, QCOM is seriously undervalued IMVHO.... It's my favorite choice going forward PERIOD. My major concern is that we will get a big drop tomorrow though & everything will be hit. I have until Tues on the margin call. If we tank or gap down big tomorrow, I might just wait until Mon or Tues & take my lumps then. Even then, I am looking to keep the QCOM, all things being equal now. Might unload my small RMBS position first, then sell a few my EXTR calls or maybe some CREE calls.... depending on any new developments overnight. The NAZ is down like 14 of the last 16 sessions & 16 out of the last 19....... down 839 points in that time (21.4%)....... There have been some real solid earnings announcements the last 2 days...... including CREE tonight.... Yea, & there's a lot of scary stuff out there too. I'm looking for a bounce in here somewhere though..... where's that PPT anyway? I'd be lying if I didn't say I was concerned. Thanks for the encouragement lurq ;-) Ö¿Ö Tim