Qualcomm Incorporated (QCOM) Message Board

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Technology Stocks : Qualcomm Incorporated (QCOM)

QCOM 155.39

+0.8%

12:54 PM EST

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To: limtex who wrote (28412)	4/27/1999 2:30:00 PM
From: George Gotch	Read Replies (1) of 152472

Don't be lulled into thinking everything has changed in the world. Like your net comment. Initially it is very profitable. That is for the guys that own the insider shares. As it matures, it is going to increase competition and reduce margins which makes it hard for companies that sell products that are basic commodities. Just ask Intc on that one. Remember there is two net worlds out there. 1) Is the true net and how companies are using it to conduct business between each other and reduce cost and 2) The stock game, where billions are being made buy wealthy individuals creating net companies and selling them to a blind public that buys anything with a dot.com. Now don't get me wrong, I am a net believer. I was in the first net stock so I believe in the net. Not what is going on from an investment standpoint but structurally. As far as rates go, don't underestimate the power of interest rates. If the world economy kicks up, especially in Japan, it will cause basic commodity prices to increase and being we are a debtor nation, this can increase the cost of capital. That is basic eco 101. Funds move from the market to fixed income. Plus, not everyone is looking for 100% return in the market. Most financial institution models are to support a structure of funding their financial instruments so when rates go up money flows into the fixed arena. Now, I am not predicting a bear market and saying it is going to happen, I don't know the future and neither do you but being Mr. Happy and have no skepticism is being blind to the changes around you and as an investor. So when it happens, you and everyone else will sit and do nothing thinking it is all temporary. And in a time line of things, it might be but it could get ugly. Stocks that jump 100% in a month can go down huge if a correction last more than 2 days. Good Luck and Have a Plan

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