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Technology Stocks : Qualcomm Incorporated (QCOM)
QCOM 168.09+1.8%Nov 28 9:30 AM EST

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To: Maurice Winn who wrote (7056)1/13/1998 1:32:00 PM
From: Ramsey Su  Read Replies (2) of 152472
 
Well Maurice, I didn't sell, in fact I bought back what I sold last yr.

After thinking through MOT's rpt last night, it appears that QCOM should be doing much better.

On one hand, Korea may hurt. On the other hand, Samsung is now selling outside Korea. This should bring in new ASIC revenue and offset some of the royalties lost within Korea.

I am still bearish on the market but can't think of any stock that I would rather hold to ride through the storm.

Ramsey
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