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Technology Stocks : Qualcomm Incorporated (QCOM)
QCOM 168.08+1.8%12:59 PM EST

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To: Peter Sherman who wrote (47735)11/3/1999 7:50:00 PM
From: cfoe  Read Replies (1) of 152472
 
Disclaimer: A personal share. Got a message today from my broker for account where have most of the Q I own. When I called him back he said he just wanted to congratulate me on QCOM (and to lesser degree JDSU). He acknowledged that it was my pick and it was a great one. That was all. Very nice of him.

What he did not mention, and maybe did not remember. Two days before the first ERICY news came out he called me to discuss the account. He had good things to say about all stocks (most of which he had recommended and which were doing well) but QCOM. His comment was - this Qualcomm is not moving, you've made nothing on it, and I think you should dump it - or words to that effect. My immediate response, being the good student of G. Gilder that I was (fyi - at that time I had not yet discovered this thread and Gregg, et al) ws absolutely not, and gave him a short list of reasons why. Two days later the rocket began its launch.

I like the guy, appreciate many of the recommendations he has given me and respect him for calling me today. But I do wonder if I would have gotten a call if I followed his advice.
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