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Pastimes : NNBM - SI Branch -- Ignore unavailable to you. Want to Upgrade?

To: Mannie who wrote (1520)	1/24/2001 9:38:24 PM
From: abuelita	Read Replies (1) \| Respond to of 104157

Hi Scottie I have some SSTI from way back (around 24ish) and I'm looking to add some more - to average down, which some folk think is the worst thing to do. Whatever. I picked this up from the QRTS board FWIW: Re: MM-Re: SSTI MIKEMARGIN 1/21/01 9:17 pm Paddles I got lambasted here after I posted a rumor about Qcom having chip problems and possible downside in earnings. I was lambasted for saying such unholly things. They turned out to be true. I think that occured when Q was still in the 140's. I do not own ssti, though I traded it profitably from 16-19. A well -KNOWN very well respected poster on SI(He is one of the most post marked people). He has involvement in the Chip industry, and has friends who work in chips now. When I mentioned I was bullish on SSTI he privatly emailed me and asked me to call him. He said as a thank you for getting him to buy Qcom(I had made a stromg case on G+K way back that Q was the Gorillas of Gorillas. He and others on that thread bought on my pitch) That I may wan t to avoid SSTI because consensus says they are having problems, especially in Asia. I am well aware of the backlog they had, and their position in the less advanced Flash. I tend to think this person's knew what they were saying, Its purly a judgement call on my part if he is right. I believe him. I am neither long or short the stock so I am just passing on the info.