Qualcomm Incorporated (QCOM) Message Board

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Technology Stocks : Qualcomm Incorporated (QCOM)

QCOM 137.34

+0.8%

Feb 6 9:30 AM EST

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To: Jon Koplik who wrote (110156)	1/3/2002 1:04:03 PM
From: S100	Read Replies (2) of 152472

The same group. Used to be three partners, managed about 5 billion at one time. Good record but missed the turn in 93 or so. I still have many tapes recorded from the old CNBC mutual fund show hosted by Jimmy Rodgers and Bill Griffeth. One of the best was the head of the Comstock Parnters telling about how this was a mania and history always showed that stepping aside was richly rewarded. They went into a position for a long bear market. One partner went off on his own, another went to that great mutual fund in the sky and only Charlie was left. About a year ago, the remains were bought by some other group and Charlie said "This will allow us to take this bear market play to the end". Funds under management at that time, $175 million. The thing that had them and so many others all a lather at that time, the DOW had gone through 3000.

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