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

To: Wyätt Gwyön who wrote (44390)	10/12/1999 6:47:00 PM
From: cfoe	Read Replies (1) \| Respond to of 152472

<Anybody think they could go bid on Q (300+/share)> As much as I doubt this would happen, and do not want it to happen, I am curious as to what the price would have to be. $300 per share looks low to me. Using $225 as the high, $300 is only a 1/3 premium. A company like Q deserves what -a 50% premium? Still too low. A 100% premium? This gets us closer and is still too low. Again, I doubt this will happen, which is good because I would then have to decide what to do with all the INTC stock I would get.

To: Wyätt Gwyön who wrote (44390)	10/13/1999 5:14:00 AM
From: Wyätt Gwyön	Read Replies (2) \| Respond to of 152472

from a Smart Guy on yahoo> Q upward bound! The Action: by: The_Rich_Janitor 42995 of 43008 Well, a bad day seems to bring out the skeptics. Some very important things to remember: 1) Q still has a lot of momentum behind it. a) MM like Q and the fundamentals still tell us that this QCOM is cheap at these prices. That's right, I said cheap. Remember our math and remember that CDMA subscriber growth continues to outperform even the most aggressive analysts. 20% growth per QTR is holding strong - REAL Earnings - TODAY b) Still a subscriber sale hanging out there c) CDMA Conference in China this November d) Mot, Nokia, Audiovox and Samsung CDMA terminal sales are skyrocketing e) G* holding up strong and ready to burst wide open with potential profitability in 2000 f) Increased European buy in to CDMA (Philips, STM, Siemens, Ericsson, Vodafone, etc.) 2) If we go down tomorrow, I think a lot of it will be in the form of short trading and as you know, when the shorts start feeding, an upward trap is set. GS, SSB, and Lehman love it. 3) I don't think we will see the usual 20-25% drop in Q that we see 6-8 weeks prior to every earnings report. Let's not panic because we lost 10 when we were up 45 from 2 weeks ago. Intel will drag some of the high fliers down (I don't think that - $.02 was a big surprise to anyone), but remember that QCOM is a telecom stock first and foremost. A very different market with very different growth projections. Have yet to hear of any Telecoms that aren't surging upwards. Wallstreet puts different handles on different sectors. ****My prediction: Well, I got more today at 216. Could see a bottom tomorrow of 203-208 due to INTL and all the momentum suckers that will be shorting and covering margin, but it wouldn't surprise me if we finish the day strong (207-210). MM will jump in at anything below 205. Thursday will be an up day and we will be sitting at 240 by earnings announcement. JMHFO. - Janitor

To: Wyätt Gwyön who wrote (44390)	10/25/1999 4:42:00 PM
From: Wyätt Gwyön	Read Replies (2) \| Respond to of 152472

"We're seeing a lot of buildup in short-term, one-month out options in tech stocks we trade" such as Qualcomm (QCOM:Nasdaq), a tech investor darling that nonetheless sits squarely in a rollicking sector, according to one market maker from LETCO, which trades Qualcomm options on the Pacific Exchange. Hypersensitive to even a micro-disappointment in earnings, "nobody seems to want to go out further than November" with option bets, he added. Other than next month, however, traders are waiting until next year to place big option bets. thestreet.com

To: Wyätt Gwyön who wrote (44390)	10/26/1999 6:04:00 PM
From: Wyätt Gwyön	Respond to of 152472

Why this nefarious plot to "take us down" to 205 or 200 or 198 or wherever, where the "houses" will "load up"? Aren't these the same houses that could have bought the stock for less than 190 last week? Maybe they forgot to put that action item in their DayTimer--"1. Get Double Latte Skim Milk at Starbuck's. 2. Buy 1 million shares QCOM at 190."--so now they have to engage in massive collusion, these puppetmasters, so that they can spend 18 million dollars more than would have been needed a week ago to buy the Q at 208? Does not make sense to me. Shaking change out of weak hands, maybe, but if big money wanted to accumulate, they have had ample opportunity. Why does any downdraft have to be explained as yet another accumulation plot by the houses? Seems I have heard this same theory about 70 points ago. To me, it seems there are two, and only two, main fellows involved in short-term swings we see: Mr. Fear and Mr. Greed.