Qualcomm Incorporated (QCOM) Message Board

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Technology Stocks : Qualcomm Incorporated (QCOM)

QCOM 156.34

+1.4%

3:59 PM EST

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To: uel_Dave who wrote (42855)	9/29/1999 6:03:00 PM
From: Jim Willie CB	Read Replies (2) of 152472

Dave, I hate absolute claims... but just dont think we will see Q<180... during that minipanic we saw 183... we would need a panic worse than what we saw, or some fundamental disappointmt from Qexecs... like selling CDMA division instead of handset division a bond rally coupled with dollar rally would be plenty to take Q>200 as we begin October next week... we dont need a huge rally in bonds/dollar... with longbond yield over 6.1% we got room to rally within our recent range... the JYen rally is 90% done, maybe total... a dollar rally back of 5% taking us over 110 $yen would get the job done on that front I do not believe we need to get to Nov3rd for Q to make its move... we need to get OUT of this lousy lousy lousy month of September with its total NOSHOW postLabor rally... first year in a decade no rally postLabor!!! .. when word filters out on the details of fiscal Q4 for QCOM, and we are within 2-3 weeks of the annual earnings announcmt, it will be our time to reap the rewards for patience... if word leaks of $1/sh for Q4 then we will begin moving FWIW, Jim Willie (Celt w/o kilt)

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