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Non-Tech : The Critical Investing Workshop

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To: im a survivor who wrote (24855)	7/10/2000 5:51:05 PM
From: Hobie1Kenobe	Read Replies (1) of 35685

Keith, Hang tough my man. I am the idiot who sold AOL at the lows last summer. I don't want to repeat that performance with QCOM. It truly is mind-numbing to see a company like this get its stock whacked to this extent -- so many red days consecutively only make it worse. If you believe that Q's CDMA IPR will be the backbone of WCDMA, then it seems the risk-reward at these levels is attractive. It ain't gonna happen overnight though. A lot of overhead resistance, but I suppose we can take heart by the way RMBS moved once the memory mfgrs started signing their license agreements. This expensive 3G spectrum can't sit idle very long.....best of luck. JF3

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