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To: marginmike who wrote (64496)	2/3/2001 1:07:02 PM
From: mishedlo	Read Replies (1) \| Respond to of 436258

Thanks - That is a very rational explanation of QCOM, summed up in one nice neat package. Now, if you can get it to fall back to 50 or so in the ensuing market debacle and I may know what to do. 35 would be even better. As for another company. Earlie and I disagree on this one strongly. I really like RMBS. RMBS at 35 is a strong buy IMHO. It has chip to chip products and a beaucoup of relationships that will drive RMBS back over 100 again, easily IMHO. It is not just about PCs. I hope it fails support in the 30's and falls to 15 or something. Below 15 and I lose a nominal bet to Earlie. I actually hope he wins. RMBS at 15 would be the buy of the year. RMBS leaps will work quite nicely. As for other companies I like, but not at their absurd valuations. AVNX PWER EMLX SSTI based on PE and growth seems amazinly cheap to me right now. I predit it will get cheaper yet, possibly fall back to 9 at which point it should be a screaming buy as well. Most of this crap is total garbage, but bear markets create uncommon values. The baby is being thrown out with the bathwater. M