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Strategies & Market Trends : Gorilla and King Portfolio Candidates -- Ignore unavailable to you. Want to Upgrade?

To: Len who wrote (5802)	9/1/1999 7:37:00 PM
From: Uncle Frank	Read Replies (2) \| Respond to of 54805

>> Nobody seems concerned. What is going on with Qualcom? I think the Reuter's article published at noon outlines the situation pretty objectively: biz.yahoo.com I won't deny that a 23 1/2 point drop is discouraging, but it's hardly a disaster. Just nine trading days ago Q was at 164 3/4, and on the first trading day of August, it was at 152 1/2. If someone came up with news that led be to believe Q's fundamentals were changing for the worse, I'd be plenty worried, but I'm not intimidated by the "parts shortage" story, which was recycled from Q's very own July quarterly report. Besides, Gorilla Hunters are a hardy folk <g>. Franq

To: Len who wrote (5802)	9/1/1999 8:27:00 PM
From: Nichols	Respond to of 54805

What, me worry? Listen. I don't get too terribly excited when (this) stock has a tremendous run; I don't get that depressed (ok, maybe alittle) when it gets hammered either. Has anything changed with this COMPANY? Or is it some analyst and rehashing of old news? The story is as good as it was several months ago when I bought it. The only thing we have to keep an eye on is if it goes down further, when is a good time to load up alittle more-for those of us that aren't too heavy already!