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

To: marginmike who wrote (45227)	10/18/1999 7:16:00 PM
From: 16yearcycle	Read Replies (1) \| Respond to of 152472

You know that Gilder added MFNX this month? He hinted at it last month. Good time to add a little of that, I think. The dell news does SUCK. This market is taking a huge amount of shots at a bad time. They were very unspecific in the news report too. No guidance of lower e numbers or what they might be. Just about margins. A terrible time to be unclear, but I haven't seen what Dell actually said, just second hand. We know Msft will come through, but I wonder if they want to look better or worse now? They can manipulate those numbers a lot. For the Q, all we need is a reasonable cpi. After tomorrow, the focus can be on the handset sale and the earnings numbers. Just mo.

To: marginmike who wrote (45227)	10/18/1999 7:19:00 PM
From: jmanvegas	Respond to of 152472

Don't follow them - use to own EXDS but the technicals don't look good right now for that issue. I'm loading up on VOIP stocks like CLRN, ITXC - would like to enter AMCC, PMCS, EMLX - all of which showed tremendous earnings very recently. JDSU has tremendous underlying support all the way down to $103-105 area (I don't see it going there BWDIK). The Q is by far my largest holding and I will not be shaken out since my average price is so well below today's close that I can sleep at night while those with no vision stupidly unload their shares of Q. Remember, Mr. Market wants your shares of high quality stocks with high visible earnings. Good luck to you. jmanvegas