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

To: uel_Dave who wrote (42855)	9/29/1999 5:47:00 PM
From: Jack Jackson	Read Replies (3) \| Respond to of 152472

<< What would drive Q back to the 170s and what would it take to get the momentum back to 199 and into 200s? Do we have to wait for the earnings to reach the 200s? Thanks,>> Does anyone remember talks of a phone sale with in a two week time frame? And how long ago was this mentioned? Thank you. Jack

To: uel_Dave who wrote (42855)	9/29/1999 6:03:00 PM
From: Jim Willie CB	Read Replies (2) \| Respond to of 152472

Dave, I hate absolute claims... but just dont think we will see Q<180... during that minipanic we saw 183... we would need a panic worse than what we saw, or some fundamental disappointmt from Qexecs... like selling CDMA division instead of handset division a bond rally coupled with dollar rally would be plenty to take Q>200 as we begin October next week... we dont need a huge rally in bonds/dollar... with longbond yield over 6.1% we got room to rally within our recent range... the JYen rally is 90% done, maybe total... a dollar rally back of 5% taking us over 110 $yen would get the job done on that front I do not believe we need to get to Nov3rd for Q to make its move... we need to get OUT of this lousy lousy lousy month of September with its total NOSHOW postLabor rally... first year in a decade no rally postLabor!!! .. when word filters out on the details of fiscal Q4 for QCOM, and we are within 2-3 weeks of the annual earnings announcmt, it will be our time to reap the rewards for patience... if word leaks of $1/sh for Q4 then we will begin moving FWIW, Jim Willie (Celt w/o kilt)