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Technology Stocks : Qualcomm Incorporated (QCOM)
QCOM 159.42-1.2%Jan 16 9:30 AM EST

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To: uel_Dave who wrote (59498)1/4/2000 8:22:00 PM
From: zello  Read Replies (1) of 152472
 
re: Fool article...They are companies that control their given markets and have significant potential for future returns. Qualcomm has the first point down but fails miserably on the second with its share price at current levels. It is the true definition of what Burton Malkiel called a "castle in the sky," but one that is based upon a very solid foundation. The thing that disturbs me the most about Qualcomm is that its management has done nothing to keep expectations from getting unreasonable.

Yet the Rule Maker portfolio owns YHOO (they have really kept expectations from getting unreasonable). Give me a break. As if Yahoo's future growth is not already priced into its shares.
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