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To: marginmike who wrote (66103)2/8/2001 9:24:32 PM
From: mishedlo  Read Replies (1) | Respond to of 436258
 
margin - It is on my buy list as well.
Right now I am only long PUTs however, except for an "Earlie" gold mine play.

I am just trying to figure out what QCOM's story really is.
I am tired of buying stuff and seeing earnings not met, downgrades, inventory problems, etc etc etc.

M



To: marginmike who wrote (66103)2/9/2001 8:27:51 AM
From: Earlie  Read Replies (2) | Respond to of 436258
 
MM:

I retain a differing view: Good, well managed company, good technology, but staring into an already glutted market even as the economy teeters on the brink. Show me the customers that will be willing to buy their products. Not short yet, but probably near term. Will short it based on the market they are in and the unrealistic expectation that the PE suggests.

Best, Earlie


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