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Technology Stocks : Qualcomm Incorporated (QCOM)
QCOM 165.85+1.5%2:46 PM EST

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To: Uncle Frank who wrote (63407)1/22/2000 3:16:00 PM
From: Hobie1Kenobe  Read Replies (2) of 152472
 
<<how much is enough >>

Uncle Franq,
I posed a ? to a guest on an AOL Markets chat on Wednesday asking if they believed that Q was setting up for an earnings run based on great pro-forma outlook w/o overhead of handset division. The guest shot back the same lame answer you hear from every talking head -- "great stock ahead of itself." Unfortunately you can't pin these folks down and follow up with a ? like, "Well, now that it's in the 140's instead of 200 and nothing fundamentally has changed for the worse, wouldn't you consider this an attractive entry point?" Anyway it just confirms my suspicion that only a small % of investors understand the real Q story of a gorilla enabling technology swirling upward in the tornado. If Moore is correct (and I believe he is) this is still a great entry point for a long term investor. BTW, is it true that you, Jim Willie and V played golf in New Zealand with Maurice during his recent exile? How good a pilot is V over the Pacific? Have a great weekend! ;0)
JF3
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