Qualcomm Incorporated (QCOM) Message Board

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Technology Stocks : Qualcomm Incorporated (QCOM)

QCOM 154.12

-3.3%

Jan 20 3:59 PM EST

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To: Wyätt Gwyön who wrote (113142)	2/13/2002 10:06:30 AM
From: Peter J Hudson	Read Replies (2) of 152472

MM, I believe your market analysis has some valid points, but you seem to be the typical convert! I have seen the light and LTB&H is no longer a valid investment strategy. Your debate with Art is particularly entertaining because I know Art has been recommending QCOM since 1992, a pretty good LTB&H story even today. I also remember when you sold QCOM and purchased JDSU. That was a good move, but JDSU didn't exactly meet your current valuation models. Bottom line is you can beat the market, you've done it , Art's done it, hell I'm even ahead of the game. I agree that you shouldn't fall in love with a stock, but you shouldn't fall in love with a theory either. There are no absolutes. If you believe history will repeat itself the next bubble is on its way. Good Luck Pete

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