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Strategies & Market Trends : VOLTAIRE'S PORCH-MODERATED -- Ignore unavailable to you. Want to Upgrade?


To: Sully- who wrote (35987)4/18/2001 6:28:52 PM
From: rydad  Read Replies (1) | Respond to of 65232
 
As you may have read, I have been contemplating buying some NEWP. I was thinking of selling some QCOM or JDSU to free up the funds to buy NEWP. But I am not really able to get a feeling for where QCOM is heading. Do you (or anyone) think Newport has a better chance of doubling near term before QCOM makes it back to the 80's?
Do you even think QCOM will even make it back to the 80's soon? I'm not sure if there is any impacts to QCOM from China or if it will just follow the market like every thing else. QCOM or NEWP? Any opinions?

Thx