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Pastimes : Home on the range where the buffalo roam -- Ignore unavailable to you. Want to Upgrade?

To: Boplicity who wrote (3274)	8/9/2001 8:17:28 AM
From: Selectric II	Respond to of 13815

When's your IPO? We want in. <vbg>

To: Boplicity who wrote (3274)	8/9/2001 9:38:54 AM
From: D.B. Cooper	Read Replies (3) \| Respond to of 13815

Not all of our stocks are that bad. Thursday August 9, 4:00 am Eastern Time Press Release SOURCE: Costco Wholesale Corporation Costco Wholesale Corporation Reports July Sales Results ISSAQUAH, Wash.--(BUSINESS WIRE)--Aug. 9, 2001--Costco Wholesale Corporation (``Costco'' or the ``Company'') (Nasdaq: COST - news) today reported net sales of $2.71 billion for the four weeks ended August 5, 2001, an increase of 10 percent from $2.46 billion in the same four-week period of the prior fiscal year. On a comparable warehouse basis, that is warehouses open at least a year, sales increased 4 percent. For the first forty-eight weeks of its 2001 fiscal year ended August 5, 2001, the Company reported net sales of $31.41 billion, an increase of 10 percent from $28.54 billion during the comparable period of the prior fiscal year. Comparable warehouse sales for the year-to-date period increased 4 percent over the prior year's level. Costco currently operates 363 warehouses, including 262 in the United States, 60 in Canada, 11 in the United Kingdom, five in Korea, three in Taiwan, two in Japan and 20 in Mexico. The Company also operates Costco Online, an electronic commerce web site, at www.costco.com. The Company plans to open four additional new warehouses (including two relocations of existing warehouses to larger and better-located facilities) prior to the end of its 2001 fiscal year on September 2, 2001, and an additional 22 to 24 new warehouses (including two to three relocations) prior to the end of calendar year 2001. we own this one because you can not even get close to the front door and have to drive around the parking lot 20 t imes looking for parking. Good company it just the chart that sucks siliconinvestor.com Looking for a couple of buys, CEFT and we want to pick up DSWT. Still want NTAP it didn't hit our buy in the nines last time maybe this time. I picked up some PRGO, it looks good. Thanks for digging that one up Greg. Good Luck Don

To: Boplicity who wrote (3274)	8/9/2001 11:39:13 AM
From: DOUG H	Read Replies (1) \| Respond to of 13815

Speaking of lines, snap on under the highs and low of the last 5 weeks. Deadassed sideways. Today and tomorrow will be telling. askresearch.com

To: Boplicity who wrote (3274)	8/10/2001 8:55:30 AM
From: stockman_scott	Respond to of 13815

3G in the Palm of Your Hand(spring) By Owen Thomas business2.com High-speed, third-generation wireless data is coming to Handspring Visor handhelds, adding to the new choices consumers have for organizer-cell phone combinations. Earlier this week, Sprint PCS and AirPrime, a startup based in Sunnyvale, Calif., announced that the Digital Link, a module that slips into the back of a Visor, will go on sale in September. The device offers voice on Sprint's network, and 14.4-kilobit-per-second data, integrated with the Visor's Palm OS interface. Users will be able to surf the Web, talk on the phone, and send text messages. Handspring's first attempt at a combo device could shadow the Digital Link's introduction. Last December, Handspring started selling a VisorPhone add-on that ran on Cingular's GSM network. But sales never took off. "It definitely didn't meet our expectations," says Handspring spokesperson Brian Jaquet. "One of the criticisms we got for the VisorPhone was that [network coverage] was limited from a U.S. perspective." Ken Dulaney, an analyst at Gartner Inc., estimates that Handspring has sold around 25,000 units so far. The VisorPhone is advertised on Handspring's site at the fire-sale price of $49 -- down from $299 when the module first became available. Sprint's network coverage is generally acknowledged as superior to Cingular's, and a Sprint spokesperson says Visor users have been calling Sprint to ask about the Digital Link's availability ever since the carrier announced last fall that it was testing the device. But the real boost to sales could come next year, when Sprint upgrades its network to the first phase of 3G wireless. The Digital Link is 3G-ready; users will be able to download a software patch to enjoy faster Web-browsing speeds. And fast Web downloads give the large-screened Visor a clear advantage over ordinary cell phones. That could put the United States in an interesting spot. Wireless carriers in Europe and Japan, such as Vodafone and NTT DoCoMo, have scaled back 3G rollouts because 3G phones are in short supply. The United States, in contrast, could have 3G-ready phones months before the networks are available here (Sprint's network will be ready in the middle of 2002, and AT&T and Verizon may have pockets of 3G in their networks before then.) In the meantime, expect more 3G experiments like the Digital Link from other cell-phone makers -- Ericsson, Mitsubishi, and Motorola are rolling out high-speed-data devices hot on Handspring's trail.

To: Boplicity who wrote (3274)	8/10/2001 9:30:00 AM
From: T L Comiskey	Read Replies (1) \| Respond to of 13815

A voice from the past............ To:Jim Woolly CB who wrote (102739) From: jmanvegas Friday, Aug 10, 2001 3:32 AM View Replies (1) \| Respond to of 102764 JWCB, DH, & MM: How the hell are you guys? I have not posted in so long and rarely ever read the threads anymore, but I mosied on over here tonite and lo & behold, it seems a lot of the old hands are still at it here on the QCOM thread. Seems like old times again but under very different circumstances and economic times. There are a few old-timers here that probably hope I go back and crawl under that rock again and never resurface. And I will! But I just wanted to say hello and wish everyone well, good health, happiness, and financial success. I read a few of the posts from the last few days from some of my favorite folks tonite. We've all been through the most amazing economic times I've ever witnessed in my adult life the last 18 months or so. Here are just a few thoughts FWIW and then I'm outta here. 1)Greenspan & the Fed are to blame, period, end of story. Those who think the sun shines and sets on AG are deluded. Those who think he is the "Maestro" are also deluded. I've stated many times in the past that these octogenarian creatures at the Fed are out to lunch. Over 2 decades ago, for those who don't recall or don't know, there was another so-called "Maestro" of the Fed. His name was Volcker (I think I spelled his name incorrectly). He was another piece of work His legacy came to a crashing end and the same is in store for AG. IMHO, not until AG leaves the Fed will there be another bull leg in the market. Oh, there will be upward spikes but the bear will be with us longer than anyone thinks. One thing that still gnaws at me about AG is his last testimony before the House. A lady Congresswoman chastised AG about raising and then lowering rates all within a relatively short period of time and asked AG why and what was that all about. His reply was "that's what central bankers do." And with an attitude and snideness like how dare you Congresswoman even ask me that question. I'll say it one more time - AG should resign immediately - the markets would cheer. 2)We have witnessed the greatest crash in the history of mankind from a wealth depletion viewpoint. Is it 1929? Nope! Do we have breadlines and 20% unemployment? Nope! Just plain old wealth destruction. Was it a bubble? Sure was. Will there be a recovery? Nope. Just upward spikes in a bear market - great shorting opportunities when those spikes occur, especially for tech stocks. 3)I believe there are opportunities to make money in the market from the long side. We're in the biotech revolution. Which companies win in that space? I don't know but am holding positions in several interesting names whose fundamentals look quite promising and technicals look good also. We'll see. 4)Other opportunities for long positions exist for micro & small caps - especially those companies whose market cap is under $100M. You've got to ferret them out and do some real DD and have some cajones. But there are companies growing at 50%-100%/year with PE's under 15. Undiscovered by most of Wall Street, thank goodness, and undiscovered by your typical investor over here on SI. Also thank goodness. I watch about 30 of them, have some nice positions in several and their charts and technicals are stellar. These will outperform the universe of most stocks, IMO, for the next 3-5 years. And I believe some of them could have "QCOM-like" potential returns over the next several years. But they're risky because of their size but size doesn't matter is this market. Size only matters in porno films and those that have held on to large cap tech stocks got royally screwed to say it mildly. Did anyone see John Chambers yesterday on any of his interviews? Look like he swallowed something foul. Still thinks 30%-50% compounded growth is doable if the economy turns. In San Jose, I understand they smoke some good sht up there. Chambers needs some. I saw McNeely from SUNW in an interview about 3 months ago. He sounded like he lost his marbles and needed valium. As JWCB & MM have pointed out on this thread over the last couple of days, and from the looks on the faces of some of these tech CEO's, things don't look pretty. But Wall Street will try to prop up these companies, will try to tell you it's okay that CSCO may earn 10 cents this year, have a PE over 150, and it's time to get into the stock. The whores of Wall Street never stop. Massive lay-offs "are a comin" to the Street, and deservedly so. It's like what comes around, goes around and the Blodgets & Meekers and all the so-called "independent ANALysts", investment bankers, etc. on Whore Street need to be cleansed out of the system to make it a fair game again. 5)Finally, we ain't seen anything yet regarding accounting issues and pro-forma bullst financial statements and write-offs of goodwill (JDSU is just the tip of the iceberg). Can you imagine that 1 year later, due to more advanced technology from some upstart private optical companies, SDLI's & ETEK's technology is now considered obsolete. WOW!!! Just how much obsolete stuff is out there? Lastly, because this is the QCOM thread I'll add my 2 cents FWIW regarding QCOM. I'm quite surprised to see QCOM holding up so well in face of all of the above. Will I invest in QCOM because of its relative strength? Nope. That doesn't mean it won't go higher from here. But I'm not going to pay a hefty multiple for a company who now barely beats the Street estimates by only a penny each reporting quarter. Where's the strong sequential earnings growth? I know - it's coming but it's been coming for a long time now. But obviously the company will survive, will be a player, and the promise and potential of 3G in 3-5 years is what's propping up the stock price. But I wish the long-term holders of QCOM well and hope their boat comes in fully loaded with riches. I just think there are greater investment returns in micro & small caps. As Milehigh (an old poster who doesn't post anymore and who blames him) used to say: "Happy Hunting". Again, to JWCB (I always, always enjoyed your posts), to DH (a no bulls*t straight-shooter who I will get to meet with someday and have that beer by the beach in San Diego), to Marginmike (to whom I always respected your candor and opinions and market timing), and to many others here whom I have agreed with, disagreed with, sparred with - you folks know who you are - I truly wish you all the best. You folks take care - okay. Now it's time again to crawl back under that rock and hibernate for another year or so. Good luck all. jmanvegas