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

To: Uncle Frank who wrote (39422)	9/1/1999 10:05:00 PM
From: cfoe	Respond to of 152472

Be my guest, and thank you for the acknowledgement. I have enjoyed and found much value in your posts and want to take this opportunity to say so. P.S. Yes I read the book, found it one of the best on the subject of investing. As a recent busines book, only second to The Innovator's Dilemma

To: Uncle Frank who wrote (39422)	9/1/1999 10:24:00 PM
From: Ruffian	Respond to of 152472

This sounds good too> The whole message by Roberts kind of baffles me. First, his revenue model contained a material typo. Second, the shortage problem with components is not as significant as he suggested. Don't you think their suppliers want to make more money?? Third, additional handset capacity will be assumed by the departure of Sony from the NA handset market. No charge to QCOM, thank you very much!! Fourth, QCOM is on target to increase their handset production from 600,000 phones per month to 1,000,000 phones per month by the end of the year. Fifth, QCOM is the only stock that I can find trading with a PEG less than 1 (based on the EPS growth for this quarter.) Sixth, Dorsey Wright and Co. said the stock was acting very similar to INTC when Merrill Lynch came out with their downgrades. He expects that QCOM will prove First Union wrong. Seventh, the stock pulled back to the mid point of the trading range. If you think you can buy the stock at $150, good luck buying the stock at a 35 PE for next year. Peace!!