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To: chuck_ponzi who wrote (65672)	2/7/2001 9:26:48 PM
From: marginmike	Read Replies (1) \| Respond to of 436258

I just scalp Q, but everyone knows when the NAZ is down 100 its always up. My RIMM/PMCS shorts keep me honest, and my gold sits in the VAULT. However your obsesion with Greece is a litlle disturbing. Got SHEEP?-g-

To: chuck_ponzi who wrote (65672)	2/7/2001 10:12:54 PM
From: Shack	Respond to of 436258

And lets face it, it's sentiment that drives stock prices Actually its CASH that drives stock prices. And judging from Rydex ratios and conversations I'm having lately with my clown friends and relatives, they are all still FULLY invested. Gonna need new fresh cash (and lots of it) to support the market at these prices. The 200,000 laid off this month could always pile their severance into CSCO. Or maybe the recent spurt of home re-financings will be this source of cash. The fed is sure trying to help the cause too with the printing press. If they can re-inflate the pig, I will be the first (or at least the second or third) to hop on.

To: chuck_ponzi who wrote (65672)	2/7/2001 11:45:41 PM
From: mishedlo	Read Replies (3) \| Respond to of 436258

Qcom was good? - Really? Were QCOM's earning really that spectacular? I just received the following Email doubting that wisdom. This one from Unclewest I just got a chance to read through QCOM's latest earnings report, and I must say that I am not very impressed. It seems to me that QCOM was just as affected as other semiconductor companies by the recent slowdown and did everything they could to manipulate earnings in order to beat by a penney. First, they didn't guide estimates to reflect their lower tax rate. That allowed them to add one cent to earnings without estimates also going up by a penney. Second, they included a one-time $15 million capital gain in their earnings which added 2 cents to the bottom line. At the same time, QCOM excluded a bunch of one-time charges. Comments anyone? M