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Technology Stocks : Qualcomm Incorporated (QCOM)
QCOM 174.18+1.1%3:59 PM EST

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To: waverider who wrote (94353)2/23/2001 9:51:36 AM
From: foundation  Read Replies (1) of 152472
 
The only thing we are missing now is a QCOM earnings warning.
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Mike,

recall that Q has a chipset backlog that they can't meet due to production constraints - so there is a cushion. Plus, more is happening in China than meets the eye...

Yesterday, KYO reiterated its handset projection for this year. (another news release mangled by the pundits) <g>

I added 10% to my position. I'l wait for your 51 1/2 to add another 10%... <g>

This is a short term liability imo.

I you'd care to read my thoughts.... Message 15397286

best, ben
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