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Technology Stocks : Qualcomm Incorporated (QCOM)
QCOM 166.17+1.7%3:28 PM EST

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To: JMD who wrote (14807)9/10/1998 1:38:00 PM
From: Jeff Vayda  Read Replies (2) of 152472
 
JMD:

Did they look good at $X? Have the fundamentals changed? If not, they must by default look good at $Y.

G*/Loral: no change in fundamentals- a delay in profits, that is all - slide to the right, no worries.

Q: May or may not be able to stand against the political winds - no change here.

(dont follow the next two but just from what I pick up)

Ciena: Major loss of contracts - looks like a fundamental change

Tlabs: guilt by association with Ciena?

Hang in there, is Tim's compost pile available? I'll bring the Capt Morgan's Private Stock.

Jeff Vayda
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