Qualcomm Incorporated (QCOM) Message Board

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Technology Stocks : Qualcomm Incorporated (QCOM)

QCOM 165.05

-1.1%

3:59 PM EST

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To: Ken Bobey who wrote (44540)	10/13/1999 11:25:00 PM
From: YlangYlangBreeze	Read Replies (1) of 152472

How deep is too deep in margin in this case? Just curious and welcome any and all opinions. I'd like to increase my holding before Q moves ahead and leaves 224 behind forever. Is 204 a good point to shave a little closer in anticipation of a run up, or would you lose sleep over it? The two anticipable issues on the horizon are the handset division sale and the earnings report. So I'm wondering what people think will be the actual effect (on stock price) of the much anticipated sale. Is it already factored into the price now? Is there a buyer who would have a more positive effect than another? I kind of wondered if maybe the sale to whomever will seem anti-clmatical after all this fanfare and anticipation. Will it be, "Oh darn Motorola? Sell!" Or will it be, "Wow! Nokia! Buy Q!"? I trust Q management and their very controlled positive wording aimed at guiding earnings expectations. I mean when they say we will be "pleasantly surprised" I beleive it, but how much will it actually take above estimates to satisfy/pleasantly surprise others? j

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