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Technology Stocks : Qualcomm Incorporated (QCOM) -- Ignore unavailable to you. Want to Upgrade?

To: marginmike who wrote (35905)	7/19/1999 7:55:00 PM
From: Sawtooth	Read Replies (1) \| Respond to of 152472

<<However most without are insight will simply see "COMPONENT SHORTAGE WILL LIMIT GRAWTH" and all else wilkl be ignored.>> So they might sell first and ask questions later. Can't argue that "component shortage" is viewed as possible serious situation. But they'll be back if the story is intact.

To: marginmike who wrote (35905)	7/19/1999 8:00:00 PM
From: Randall Knight	Read Replies (2) \| Respond to of 152472

MM what are you thinking? You've been around here a long time waiting for the Q to produce in the manner that is doing now. Don't go wussy. You're holding a straight flush and you're thinking of folding? People, pro forma $.86 is HUGE! If this stock goes down tomorrow, I'm selling everything else I own and buying.

To: marginmike who wrote (35905)	7/19/1999 8:46:00 PM
From: Lance Bredvold	Read Replies (2) \| Respond to of 152472

<<However most without are insight will simply see "COMPONENT SHORTAGE WILL LIMIT GRAWTH" and all else wilkl be ignored.>> Having read all of your posts here for over a year Mike, I have a (grudging) respect for your instincts. I don't remember you having been this negative before, but I just can't get convinced that these numbers aren't going to impress almost everyone--of course I can't believe the price is down in the aftermarket either. But apparently it is. To me the Q has demonstrated the ability to earn $3.50 per year minimum and we still don't know how much more. Nor do we know how fast it can grow, but sales increasing by 30% or so despite removal of sales from infrastructure and also Leap surely looks encouraging. And there is much more room for margins to improve in phone manufacturing and perhaps elsewhere. I feel the world is still underestimating potential and will spend a lot of the upcoming quarter continuing to revise numbers upwards. Component shortages, I would think, can be corrected fairly easily in today's market. Underestimation of demand seems the cause more than industrywide materials shortages or supplier factories overloaded. Sincerely, L.