Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: SpudFarmer who wrote (52051)	11/30/1999 3:34:00 PM
From: 16yearcycle	Read Replies (1) \| Respond to of 152472

Spud, this isn't blood flowing at all. We are still way too high on OTHER stocks: way over the 50 day. Never seen everything so overbought in 15 years of doing this. Today helps and a few things have come back to papa: some of the equips,nets and networking chip companies. A 7% nas correction is badly needed and that would take us to 3200. But, yes, I bought Q at 360 because it is 10% off it's high. 340 will be my next entry.

To: SpudFarmer who wrote (52051)	11/30/1999 3:44:00 PM
From: 16yearcycle	Read Replies (2) \| Respond to of 152472

By the way, a couple posters here seem to have the idea that this drop has to do with some news or even a change in fundamentals. I find in absolutely stunning that a 10% drop in a stock that has risen from 20 to 400 in a year would cause these types of observations. My opinion on CSCO is that it is indeed POTENTIAL competition for Q having a fixed offering in addition to mobile. So what? It is very clear that CSCO, INTC, MSFT, NOK etc are going to attack the walls of Q's fortress aggressively. But they have made the same amazing mistake that Disney has made with Yahoo and the mistake DEC and IBM made with MSFT and INTC. This is Q's territory now. The big boys could have eaten Q anytime until early summer, but they have blown it badly. Now they will suffer the consequences.

To: SpudFarmer who wrote (52051)	11/30/1999 7:01:00 PM
From: Jenne	Respond to of 152472

1. NOKIA SAYS WAP PHONE DEMAND UNPRECEDENTED According to Reuters, top executives of Nokia (NOK) report that the Company is experiencing extremely strong demand for its first handset that uses the Wireless Application Protocol (WAP) for mobile Internet. Nokia started shipments of its first WAP phone, called the 7110 or the Nokia Mediaphone, at the end of September. Nokia's head of its mobile phones unit reportedly stated that demand for the 7110 model was much stronger than Nokia had expected. The Company has already delivered around 100,000 units of the model and is ramping up production to meet demand. COMMENT: This is TREMENDOUS news as Nokia was expecting very strong demand to start with. It is not much of a leap to say that demand much stronger than Nokia expected should also translate into demand for Nokia stock much stronger than even we expected. Exceptionally strong demand for WAP-based phones bodes well for virtually every stock in the Wireless Portfolio.

To: SpudFarmer who wrote (52051)	12/6/1999 2:42:00 PM
From: SpudFarmer	Read Replies (1) \| Respond to of 152472

Congradulations to all those who bought last week in 350-60 range. I guess the gain is your own reward. Sorry to those who sold on 'correction' worries. Now, is it time to sell? Only if one likes to miss out on even more gain. Not bad making 35-40 points in a couple of trading days (about 10-12% for those % fans). No telling where the market will go in the next week. There are many more who can still "jump on the train". Q rocks, just a matter of time...