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To: marginmike who wrote (41722)6/12/2002 12:02:58 PM
From: AllansAlias  Respond to of 209892
 
Yes, I mean I have my "breach" and am waiting for "deeply" on NDX. Likely won't get it today. Might be in two weeks for all I know. Still lots of folks buying the dip here methinks.



To: marginmike who wrote (41722)6/12/2002 2:34:37 PM
From: AllansAlias  Read Replies (2) | Respond to of 209892
 
Are you noticing a number of folks picking QCOM as the big winner in the coming months. That would bother me if I wanted to get long QCOM. Of course, a trailing P/E of 80 and a forward P/E of 50 would also bother me. -bg

(I don't know what the real numbers are, just makin' a point.)