Qualcomm Incorporated (QCOM) Message Board

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Technology Stocks : Qualcomm Incorporated (QCOM)

QCOM 174.54

-1.2%

3:59 PM EST

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To: puzzlecraft who wrote (95071)	3/2/2001 12:57:49 PM
From: Skeeter Bug	Read Replies (3) of 152472

pz, it is tough to call. however, going bullish is fighting the trend. msft's eps have been caving in and sit at 6%. will next q be flat or almost so? what multiple does a no eps growth company deserve in a rational market? how would that price msft? how would msft's rational price impact the market? all those dot bombs now have equipment for sale - supply of goods has increased. efficiency improvements increase supply even more. the excesses need to be extracted out of the system. i look at history and see this bubble as being the largest in history. will the back end be mildly uncomfortable when much less caused so much pain and hard ship? maybe. i'm not comfortable betting against a 100% history, though. maybe you are. best of luck.

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