Qualcomm Incorporated (QCOM) Message Board

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Technology Stocks : Qualcomm Incorporated (QCOM)

QCOM 170.65

+1.5%

Dec 2 3:59 PM EST

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To: arthur pritchard who wrote (72512)	5/27/2000 11:16:00 AM
From: idler	of 152472

Arthur, I would tend to agree with Cena's analysis. No doubt we are in a period of reassessment. We now seem to be in a period of almost irrational pessimism, where every uncertainty is viewed as negatively as it was positively last year. Over time, these things have a way of ironing themselves out. It's a mistake to compare Qualcomm to Dell simply because there is no similarity in the business they're in, or the business model. Listen to the business -- if you were the 100% owner of Qualcomm right now, would you be afraid to stay in the business because of what a few schmoes in the stockmarket think? Would you be rushing to sell? Where do you think we'll be in five years? -- idler.

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