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Technology Stocks : The New Qualcomm - a S&P500 company
QCOM 151.59-0.4%Jan 30 9:30 AM EST

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To: puzzlecraft who wrote (10511)5/21/2000 2:45:00 PM
From: Boplicity  Read Replies (1) of 13582
 
John, The only problem with your thinking is the market forward discount mechanism has been considerable shorten of lately. We have been getting a steady stream of great news out of QCOM, but it's still going down. Maybe after the market finishes with CSCO will you be able to find at what level and premium the market will give QCOM. It's a very good exercise to start thinking about it now though. I'm seeing fundamentals come in the picture nearly across the entire market, that is a sure sign of a rational market developing.

Greg
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