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To: Boplicity who wrote (4323)	10/24/2001 1:53:17 PM
From: stockman_scott	Respond to of 13815

Nextel Communications (Nasdaq: NXTL - news) rose 7.8% to $7.98 after reporting that its third-quarter loss of $0.46 per share beat analyst estimates by $0.02 per share. The highlight of the wireless- communications company's results, however, was that it showed record domestic operating cash flow of $526 million and 481,200 new subscribers for the September-ending quarter. The stock had been at its lowest point in about four years, but ``With a fully funded business plan and such strong cash flow, the risk of insolvency-- perhaps the concern hampering the stock--is overblown,'' said Morningstar analyst Todd Bernier.

To: Boplicity who wrote (4323)	10/24/2001 2:11:16 PM
From: stockman_scott	Respond to of 13815

Tech Stock Analysis Updated: 24-Oct-01 General Commentary Chip and chip equipment stocks drifted for most of the session, as reflected by the slight 4 point loss in the Philadelphia Semiconductor, or SOX, index... Sector's behavior over past several days has been a little strange to us, as we can't understand the excitement over the capex reductions projected for next year... Monday saw the group, especially the chip equipment companies like Applied Materials (AMAT), KLA-Tencor (KLAC), Novellus (NVLS) and Teradyne (TER), post sizable gains (7% or more) in response to rumor that Intel (INTC) would cut its capex spending by between 10% to 20% v. 30% feared by many... Though Intel later denied the report, investors now seem to expect more modest cuts in spending... A Reuters report Tuesday, however, noted that research firm IC Insights projecting a 25% reduction in capital spending in FY02, with Intel posting the biggest drop - 40%. Briefing.com doesn't know whether spending will be reduced by 20%, 30% or 40%... One reason for that is that the chip companies themselves have little idea how good/bad business will be next year, as most are opting not to provide guidance beyond Q4... Global economic conditions are simply too fluid for accurate forecasting. What we do know, however, is that economic conditions are soft and show no signs of recovering in the immediate future... We also know that (in general) sales and earnings growth continues to decelerate... With layoffs mounting, the economy faltering and consumers buckling it seems imprudent to make an investment which requires the best-case scenario in order to pay-off. Consequently, we look for the recent advance in the chip sector to short-circuit in the days and weeks to come... Considering the Nasdaq often follows the SOX, that's bad news for the rest of the tech sector as well. -- Robert Walberg, Briefing.com ___________________________________ Bo: NOTHING can be taken for granted with this market...=)

To: Boplicity who wrote (4323)	10/24/2001 2:15:40 PM
From: im a survivor	Read Replies (1) \| Respond to of 13815

<<g> I have only one regret. Not buying QCOM at it's low at least for trade. >> Have you seen the non-stop flow of good news from qcom.....Man, I sold a bunch of shares last year, but kept a few......hope I never have to sell them....last run down had me worried and I almost sold, but I looked, and did my dd, and fundamentally nothing had changed with qcom...they looked as good as they ever had to me, and look even better 2 - 4 years down the road......anyway, not selling the last of my qcom, will hold and see where it takes me........ntap looking strong today ( oops, hope I didnt jinx it )....I think jdsu and fdry report today......any bad report and drop in price and I will buy more. I have no doubts the numbers may not be good, but in this economic climate that is to be expected, so.....any nice drop in either jdsu or fdry and I will be adding to my positions.....