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To: 16yearcycle who wrote (4072)	12/15/2000 2:24:22 PM
From: fedhead	Read Replies (1) \| Respond to of 57684

I am curious to know your reasons for unloading QCOM entirely and going short. Is this your trading position or the long term portfolio. I thought the fundamentals on QCOM got better. Anindo

To: 16yearcycle who wrote (4072)	12/15/2000 3:11:00 PM
From: Mark Fowler	Respond to of 57684

I think you should cover your shorts in here...I'd i understand i hedge with Brcm and Brcd cover this morning and went long. I'm long Jdsu, Sdli, Emlx, Amcc, Chkp too.