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Strategies & Market Trends : Rande Is . . . HOME -- Ignore unavailable to you. Want to Upgrade?

To: Rande Is who wrote (42152)	11/27/2000 9:51:39 AM
From: Rande Is	Respond to of 57584

BHH is a holder for the B2B sector. . .and is an easy way to swing trade the sector. Currently near Friday's close. I grabbed some here under $26. Interactive TV is very strong this morning. . . but one of the leaders in emerging interactive technologies. . . OPWV is lagging heavily. Added here near 61 1/2. This is the successor to our old favorite PHCM.

To: Rande Is who wrote (42152)	11/27/2000 9:58:40 AM
From: oaktownaj	Read Replies (1) \| Respond to of 57584

RandeIs, Respectfully, concerning CDMA and competitors... All ( if not most) of this has been done on the Gorilla thread ( and done quite well)and most of the Qualcomm threads. Although the stock price has changed, the qualcomm story has not( a few delays here and there, competitors promising they have something better,etc). But, as you note, Q has moved pretty well lately and has been exhibiting phoenix-like qualities... We can also take any of the high-flyers lately and show that their stock price is down around 75% from its high. I remember some people touting IDCC ( it is even on the NGI Broadband2000 portfolio and participating in a Gilder conference)...at this point I'd rather have my money on QCOM until the story changes. Thanks, AJ example of the type of discussion going on at the Gorilla thread... Message 14880899