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

To: marginmike who wrote (45508)	10/21/1999 9:48:00 AM
From: Voltaire	Respond to of 152472

Good point MM. We need to get his name and start categorizing this sort of thing. V.

To: marginmike who wrote (45508)	10/21/1999 9:50:00 AM
From: Voltaire	Respond to of 152472

Assh--- Gertsner getting exactly what he deserves. Tried to blame Dell one quarter. All of this will help QCOM and the entire Telcommunicatons arena. Watch how the Houses brush this off relatively speaking. Voltaire

To: marginmike who wrote (45508)	10/21/1999 9:54:00 AM
From: Jon Koplik	Read Replies (1) \| Respond to of 152472

Off topic. Dan Niles is great ! Hope he has a huge, successful Wall Street career. Jon.

To: marginmike who wrote (45508)	10/21/1999 9:55:00 AM
From: Jill	Respond to of 152472

Well, I think your statement needs to be modified slightly. IBM was up on the story Gerstner told about B2B--it was well spun--at a time when DELL really stumbling. But next quarter results show he was just talking, and so the stock plummets. So I guess the old lesson is true: look at fundamentals. No company is immune from anything if it doesn't keep managing well. I'm not invested in INTL for instance but they're making good decisions to diversify. And MSFT is always a gold standard. Jill