SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Technology Stocks : Qualcomm Incorporated (QCOM) -- Ignore unavailable to you. Want to Upgrade?


To: Uncle Frank who wrote (37783)8/6/1999 6:23:00 PM
From: RoseCampion  Respond to of 152472
 
Very interesting Q mention - from CBSMarketWatch. This is from:

cbs.marketwatch.com

It's an interview with Thomas Thurlow, who runs the Thurlow Growth Fund (THRGX, up 53% YTD, not bad for a mutual fund). Important to note that he's very bearish in the short term. The relevant Q section:

CBS Marketwatch: So, you're still partially invested. What companies do you like?

Thurlow: Well, I'm investing in the stocks that I think will show the first bounce when this market correction is over with [emphasis mine] , and that includes Qualcomm (QCOM) which I think by any measure, their latest earnings constitute a blowout. They had just fantastic earnings. They?re really in control of their business model, and it seems like everything is going well with Qualcomm and, more importantly, it seems like Qualcomm is just beginning a period of good times. Another one is Sprint PCS (PCS), it's holding up very well.

[rest deleted]

Sure, sure, is finally a nice Qday (did someone else already say that :)
-Rose-