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

To: Hobie1Kenobe who wrote (10901)	11/1/2000 4:23:39 PM
From: im a survivor	Read Replies (1) \| Respond to of 65232

Thanks JF....thats why I keep hanging on. I figure qcom has been beaten down enough....even their PE is reasonable enough to call them a value play as compared to some of the other high flyers. I thought about covering heading into earnings, but decided not to since it seems all the bad news should already be priced in the stock. Lets just hope for good numbers and good words on the future... thanks....by the way, whats your take, or anybodies take on all this semi crap. Are the houses playing these games so they can pick up shares cheap? I have a few co's, ssti, atml, tlcm that all are kicking ass, all have high demend, all have good numbers and great valuations and am wondering if this semi slowdown crap is an op for me to add, or is there something really to it. If so, maybe company specific....I like the way aol moved today. I think as we get closer to the TW deal closing, aol will show some nice moves, and once the deal closes, I think the sky is the limit. Keith