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Technology Stocks : Qualcomm Incorporated (QCOM)
QCOM 151.59-0.4%3:59 PM EST
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To: Voltaire who wrote (56719)12/25/1999 4:14:00 PM
From: KyrosL  Read Replies (1) of 152472
 
Voltaire,

Your post implies that most analysts, talking heads, etc. are recommending value companies and few are recommending QCOM and similar companies that represent the FUTURE. I think that exactly the opposite is true. The conventional wisdom right now BY FAR is that high tech companies that represent the future is where people should continue putting their money. In fact, if you look at analysts' views of the high fliers, including Q, you will invariably see mostly buy recommendations. For example, Q's current average analyst recommendations are way more favorable than they were in January (to say nothing of last year), when Q was selling at less than a tenth its current price.

Therefore, your views represents conventional wisdom rather than being contrarian, as you seem to imply. Nothing wrong with that. Conventional wisdom usually works for a long time before stumbling.

Kyros
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