Qualcomm Incorporated (QCOM) Message Board

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Technology Stocks : Qualcomm Incorporated (QCOM)

QCOM 158.38

+1.3%

12:36 PM EST

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To: Ramsey Su who wrote (18841)	11/27/1998 7:55:00 PM
From: bdog	Read Replies (3) of 152472

Ramsey - OT from french cultural inadequacies - may I ask how are you feeling these days re. macroeconomics, the whole Chicken Little factor in particular. Are you back into the market? If so how aggressively? FWIW, I've back into Q since $48, 25% of total portfolio, the rest in cash. Falling sky scenerio seems significantly less risky since Rubin did his selective reflation thing and Greenspan did his omnibus reflation thing. Unfortunately latter actions also had effect of rflating US stock and expectation/consumption bubbles. Now primary risk factors again IMHO. My finger is on sell trigger although I suspect if shit will happen, more likely in NY rather than immediate. On a more specific and emotional note, I'm feeling increasing dislike for this company. Its ineffective communication in particular. Still buy the prospects but wish those were effectively presented generally in this climate of buying on possibilities over revenu/profit. Worst investment I've made in last three years bar none.

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