Qualcomm Incorporated (QCOM) Message Board

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Technology Stocks : Qualcomm Incorporated (QCOM)

QCOM 174.01

-0.3%

Nov 14 9:30 AM EST

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To: Jeff Vayda who wrote (95422)	3/8/2001 11:02:08 AM
From: marginmike	Read Replies (1) of 152472

Jeff I agree that Diamond is a litlle dogmatic, and your strategy for the long haul is what works. However there are to many touts who spew Bullish nonsense on these threads. Why is it all right for them to say things are great, but for DH or a bear to say hey things arnt so great. I am hearing there are inventory problems in 2G CDMA handsets thats why the stock was clobered. I am very reluctent to post it here because I get lambasted that 2g Handsets wont mater cause were rollin out 1xrt etc etc etc. Yet Inventory levels DO MATTER and when those phones get sold on sale ASP's get reduced and new orders get pushed back. Thats reality. At 50 I think Q is a good buy, but there are landmines out there and some should start realizing that even GREAT stocks cant overcome a saging economy. Regards as always! MM

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