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Technology Stocks : Dell Technologies Inc.
DELL 133.35+0.1%Nov 28 9:30 AM EST

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To: Boplicity who wrote (144427)10/12/1999 3:47:00 PM
From: Gabriel008  Read Replies (3) of 176387
 
Greg,OT> over the past 12 months I've established a very large position in QCOM. The recent pullback to the $153 range allowed me to substantially add to my personal position & in the mutual fund I manage privately. I suspect that the handset division has already been sold & will be announced with earnings Nov 2 [Siemens is my guess ], along with a split [subject to shareholder approval of an increase in authorized shares at Feb annual meeting ]. I also believe they will announce some major new strategic partnership/initiative before year end.

QCOM, in addition to being a great long term hold, is a phenomenal momo stock. Reminds me so much of DELL in late '96 through '97.

Regards, Gabriel
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