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Strategies & Market Trends : The Covered Calls for Dummies Thread -- Ignore unavailable to you. Want to Upgrade?

To: Uncle Frank who wrote (622)	5/17/2001 5:42:41 PM
From: cfoe	Read Replies (1) \| Respond to of 5205

The psychology has changed. UF - This is true. However, in support of surfbaron, what has also changed is that valuations, traditionally calculated valuations, now count. I buy QCOM's story and in the long view do not know of a a better tech stock. But, 60X trailing and current year eps is high. 40+X future earnings with less than a 40% growth rate is also high. Visibility of more powerful earnings growth is key. I have my ideas of what it will take, which will wait for another day (and another thread).

To: Uncle Frank who wrote (622)	5/17/2001 6:27:20 PM
From: waverider	Read Replies (2) \| Respond to of 5205

Hi Frank... I've been enjoying other things these days...but I'm still watching you guys. :) What's your take on NTAP? I've listened to the CEO's interview and read the numbers. The guy is obviously very optimistic long term. The question now is...will the economy recover this year. FWIW, I'm back into QCOM, SEBL and CREE this AM. You might want to look at CREE Frank. Excellent outfit. Nice chart too. <H>