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

To: limtex who wrote (38299)	8/19/1999 7:06:00 PM
From: Caxton Rhodes	Respond to of 152472

L - don't forget LU (the biggest) as well as Nortel. Caxton

To: limtex who wrote (38299)	8/19/1999 7:26:00 PM
From: t2	Respond to of 152472

limtex, I still love MSFT (even more lately) as a great core holding. It probably will remain the largest position for me--leading into Windows2k. The experts always underestimate the success of Windows---remember Windows98? The legal and competitive risks are factored in. The stock could be rocky but i believe the downside risk is small compared to stocks like QCOM. MSFT is a sure thing in my opinion, looking 6 months out. If the market corrects severely, I believe MSFT will hold up better. In addition, the volume on MSFT is getting huge and the stock is not dropping--very positive. BTW, I also love Intel and starting to like Dell again. I am looking to QCOM as another core holding--i have bought a sufficient amount so that it is in the same ballpark as Intel/Dell in terms of my core long term holdings. I have traded it in the past but sold it fearing an internet type of correction. Right now it appears to be a fund that many mutual funds would have on their buy list----like a Dell of a couple of years ago.