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Strategies & Market Trends : Booms, Busts, and Recoveries -- Ignore unavailable to you. Want to Upgrade?

To: LLCF who wrote (9944)9/20/2001 10:00:24 PM
From: Maurice Winn  Respond to of 74559
 
<That said I think there will be big consolodation in the carriers... ideas on those?>

I agree. Also, their margins will be increasingly squeezed. Sell carriers [other than NewGlobalstar - which is still waiting for creditors to take over the assets and come up with a marketing plan].

Mq



To: LLCF who wrote (9944)9/20/2001 11:35:35 PM
From: smolejv@gmx.net  Read Replies (1) | Respond to of 74559
 
>>but I actually added a smidge. << never catch a falling knife.

After reading and digesting all the writings on the QCOM's wall the last few months here, I said to myself "act up or shut up" and went and bought QCOM puts. They are up 111% since 10.09 (date of purchase). Dont see any reason yet to cash them in.

[EDIT: Oops, those were Q-for-qwest puts. QCOM puts are up by 47% only;]

dj


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