Qualcomm Incorporated (QCOM) Message Board

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Technology Stocks : Qualcomm Incorporated (QCOM)

QCOM 177.78

-2.2%

Jan 9 9:30 AM EST

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To: Uncle Frank who wrote (101279)	7/5/2001 9:52:49 AM
From: waverider	Read Replies (1) of 152472

Howdy Frank... As you know I cleared the decks some time ago...it was a good thing to do. Not so much as a capital preservation thing (that helped), but a pyschological move. It gave me a chance to re-evaluate with a clear head. Started to buy stuff about 3 weeks ago. A nice broad range of companies...mostly tech. About 80% invested now. With all the positives working in our favor now I don't see any reason not to begin building a long term portfolio again. This time, no more than 5% per position. FWIW, in approximate order of weight: QCOM MRK ADCT COHR CREE JNPR GLW CSCO IRF EMC NTAP MTP ULCM the rest in mutuals or holders (SMH in particular, a couple value funds, some bonds and TIFQX). I remember when the Ericsson thing happened. We got the pop, but there were some heady corrections along the way to the eve of 2000. Suspect the same thing this time around. But it seems pretty clear to me that with every major player (excluding the last two holdouts), QCOM has been paid now for the right to say that CDMA will be the ultimate winner. But as you said, patience will rule the day. Here's to those millions we once had...slapping our portfolios again. But this time, lets pay off the mortgage. <H>

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