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Technology Stocks : The New Qualcomm - a S&P500 company -- Ignore unavailable to you. Want to Upgrade?

To: Ron M who wrote (3466)	11/22/1999 7:47:00 AM
From: Randall Knight	Read Replies (1) \| Respond to of 13582

The wireless infrastructure provider's stock is fully valued at present levels, especially considering the difficult competitive environment, according to the analysts. Of course QCOM isn't a wireless infrastructure provider. Sort of makes all of their research questionable doesn't it?

To: Ron M who wrote (3466)	11/22/1999 8:05:00 AM
From: Labrador	Read Replies (1) \| Respond to of 13582

It could only get better if H&Q were more negative. They've been down on the Q since about $100 pre-2-for-1 split. They are an agenda-setting bunch with obvious short-selling clientele. In any regard, given how they've missed about a 10X price move in Q, who would really listen to them?

To: Ron M who wrote (3466)	11/22/1999 8:10:00 AM
From: Cooters	Read Replies (2) \| Respond to of 13582

From H&Q, <<noting that the company's revenue suffered from pricing pressure>> If they are referring to handset pricing pressure, this is moot anyway. Only ASIC pricing would have an impact going forward. I would only worry if H&Q turned positive on Q. Cooters