SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Technology Stocks : Qualcomm Incorporated (QCOM)
QCOM 181.65+0.8%3:45 PM EST

 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: Uncle Frank who wrote (50891)11/18/1999 1:27:00 PM
From: Jim Willie CB   of 152472
 
on Time Compression

we have been witnessing the enormous effect of Time Compression on a shorterm basis in recent weeks... the announced 4:1 stock split opened the door to a rapid rise in perceived and actualized company stock value

next comes the longterm effect of Time Compression... as Wall Street becomes increasingly confident and convinced that "The Microsoft of Wireless" has emerged, they will NOT allow 5 years to pass before ultimate valuation is granted

the Time Compression will force QCOM marketcap to exceed $200B sometime in y2000... perhaps by late summer, maybe autumn... forget the nearterm fundamentals... they will inevitably catch up... as the probability of sitting in the catbird seat rises, so will valuation to its ultimate stable value... nobody but nobody will want to be late to the party... everyone will want to get on early

if this sounds a bit unlike my thoughts, then you are right
had a phone confab with Bear Bryant last evening
Coach sat me down, I learned

dadgum, gimme one of them cheerleaders
/ JW
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext