Qualcomm Incorporated (QCOM) Message Board

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Technology Stocks : Qualcomm Incorporated (QCOM)

QCOM 165.07

-1.0%

Nov 18 3:59 PM EST

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To: JGoren who wrote (72613)	5/27/2000 9:40:00 AM
From: marginmike	Read Replies (1) of 152472

Heres the prob. Higher rates or lower growth= lower PE's when yo are at sch a high base. If rates stop going p it shows growth slowing. The pe'S even at these levels are considering 30-50% growth which will not occr if the econ slows. I think it will take a whille for the PE's to consolidate(or another crash down). We had a crazy period which we now pay for with hge losses in the NAZ. I think old econ stocks like Ford and Banks are next. It is probably better for banks to have strong growth and high rates then it is to have low rates and people going broke. Banks profit of FEE's and VC and investenets they are hedged against rates. The car co's and other retail based bsiness's are in big troble. The spending spree is over and in another year people willo be saving and not spending becase they wont have the hge gains to bolster their psychological wealth. That incldes digital devices and cell phones. Those tech co's that sell sch devices or chips etc will see their biz slow.

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