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Technology Stocks : Qualcomm Incorporated (QCOM)
QCOM 174.01-0.3%3:59 PM EST

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To: samim anbarcioglu who wrote (103603)9/3/2001 2:04:37 PM
From: waverider   of 152472
 
>>>That's not what Art said,<<<

Art said:

"My change in assessment of QUALCOMM's prospects is based not on QUALCOMM but on the global recession that is now upon us. Read this week's issue of The Economist. We are likely to be in for an extended period of minimal capital investment, no matter how much demand is out there for improved wireless phone services."

and...

"The money is still flowing to upgrade and improve GSM. I'm just following the money."

>>>and that's not what I said.<<<

You said:

"So relax.. Or are going to have to put up until you cover."

Art in response to you:

"I have never shorted QUALCOMM..."

samin, Art has had a very reasoned, rational approach to investing. To suggest he is short based on his recent concern's about QCOM's prospects is more of an emotional response than logical. Be careful of that.

<H>
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