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

To: Boplicity who wrote (45023)	10/16/1999 3:21:00 AM
From: Don Edgerton	Read Replies (1) \| Respond to of 152472

Recent market decline does not appear to be driven by small investor. Most are holding fast with a few panic sellers who are heavily on margin. One of my fellow reps contrary indicator clients liquidated his whole portfolio today. Last time he did it was the last day of the summer mini correction. He ended up buying most everything back the next day at higher prices. In my office, there has been very little retail selling. Problem is lack of new buying. I counsel holding on to quality and adding some of the correcting quality stocks like Q and TYC, or JDSU where good growth is visible and should endure even with an uptick in rates. Didn't watch for the whole day, but CNBS did not seem to point out that the rise in the PPI was bogus. Remember the May PPI scare - then little or no rise in June July and August. Of course cigarette taxes will keep rising as long as the government and lawyers continue to extort money from the cigarette companies - and as usual, the one getting screwed is the consumer - Like the other posting, I am not a smoker or a car buyer so my inflation rate is zero. (Though I was kinda programming purchase of a Boxter S with my next 50K or so in Q profits. $230 by January would put me there). Incidentally if you look at the Q chart and draw a line along the lowns on the uptrend, it has held with the exception of the panic last month which had a brief penetration. Incidentally, FTU reiterated strong buy on Q today.

To: Boplicity who wrote (45023)	10/17/1999 12:30:00 AM
From: MileHigh	Read Replies (2) \| Respond to of 152472

Greg (or Frenchie to Jim), You get the feeling this downturn may be a bit different this time?! The dollar continues to get crushed, CRB is rocketing, oil up, long bond up, etc... I don't think this will be a blow off like last OCT. I just have a hunch this correction may be a bit more prolonged. I just have this bad feeling. (There you go folks, a great contrarian indicator). MileHigh

To: Boplicity who wrote (45023)	10/18/1999 10:12:00 AM
From: Gabriel008	Read Replies (2) \| Respond to of 152472

Gregory, I've just subscribed to the Gilder Technology Report and started reading about the paradigm strategies that Gilder advocates. Needless to say his thinking makes one wonder. One idea that did creep in my little brain was the likelihood that DELL would buy QCOM's handset division & license CDMA technology, subsequently pre-empting CPQ and GTW and preventing their entry in this category [via a superior technology]. Is there a possibility that DELL may want to unleash their business model on some wholly different category [phones] permitting them to establish a unique and proprietary brand position in a revolutionary new technology [cdma], and subsequently allow them to redefine their PC business?