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Pastimes : John Dessauer's Investors World

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To: m j moraff who wrote (2031)	3/17/1999 10:07:00 PM
From: DWB	Read Replies (2) of 2346

My comments would be to sell ERICY and buy QCOM. I did just that back in late '98 and January of '99. Despite John's opinions, I think QCOM has the telecom. edge going forward, and after 3 years of listening to Ericsson on CDMA, became a bit disenchanted with their modus operandi. Also, it's pertinent to note that during the years that I held ERICY, I was quite happy with the return on my investment, and thought I'd keep the stock for a lot longer period. I'm glad I found the courage to take a hard look at the situation and make a change based on what I consider to be a better understanding of the circumstances. So far, since I switched, ERICY is still in the 20's, and QCOM has gone from $50 to $80... DWB

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