Qualcomm Incorporated (QCOM) Message Board

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Technology Stocks : Qualcomm Incorporated (QCOM)

QCOM 173.96

+1.4%

Nov 11 3:59 PM EST

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To: Boplicity who wrote (57985)	12/30/1999 12:52:00 AM
From: jhg_in_kc	Read Replies (3) of 152472

He is a Warren Buffet-style value investor with whom I correspond. Interenstingly enough, Chuzzlewit from the Dell thread, agrees with him. I am worried that these very two smart guys see the stock as obscenely overvalued while you and I see it as ...well what...a new Microsoft. I am wrestling day in and day out with the QCOM valuation question. This is why I usually sell 1/3 of my holdings after a day such as today. I remember Dell missing in Feb and a lot of paper gains imploding. YET I FEEL QCOM IS DIFFERENT. But could not it implode back to 300 just like that after the new year, just with the momentum sharks leaving? What do you think? When will you sell? What will you look for? (PS I feel that there is great growth coming for INSP.)

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