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

To: uel_Dave who wrote (53017)	12/7/1999 8:51:00 PM
From: Voltaire	Respond to of 152472

Yes, it is called AMBIGUITY. Hurts us a little initially but will reward us in the end! Voltaire

To: uel_Dave who wrote (53017)	12/7/1999 9:07:00 PM
From: steve mamus	Respond to of 152472

I love internet stocks. I have traded more then 20 names. Many of these names should be traded as commodities not as investments. Currently I believe that Amazon, YHOO, and EXODUS will get slaughtered due to poor fundamentals (Amazon and EXODUS) or price (all 3). Continuing off topic you had to be impressed with the action in VISX today...and folks its probably not over. Wait until the world appreciates what the folks at BEAM are offering with their laser system. I think that forward >P/E for QCOM( based on realistic year 2000 earnings 7 dollars maximum) greater then 80 is a warning sign and I would consider buying puts with 550-560 as an entry point. While the price in short term might go well beyond this I can't fathom how the price could be sustained. This again assumes you are trying to hedge your position or want extra cash if you are holding real long. The above is only my opinion and should not be construed as investment advice by anyone. As further disclosure I am very long in QCOM in a big way. Also for those asleep at the wheel check out citrix systems...the sleeper of the year or the mouse that roared...check out action the last 2-3 weeks.

To: uel_Dave who wrote (53017)	12/7/1999 10:12:00 PM
From: 16yearcycle	Read Replies (1) \| Respond to of 152472

Since others responded other than Jim, let me also try: Yahoo's next 4 quarters can easily look like this: .15, .19, .24, and .31. This is relatively conservative, given that Yahoo's management is projecting 200% or 3x revenue growth for as long as the eye can see. Yahoo's forward earnings numbers would therefore be .99. At 180 a few weeks ago, Yahoo would have had a forward pe of 180, which was lower than it's revenue growth rate anyway. At 337 after hours, it is no longer under it's growth, but not selling at nearly as high a pe as a year ago. We also get the addition to the S&P, a certain split, and lots of international news which would make one question Aol's isp model, but support Yahoo's advertising model. That's it. Having said all that, I will be unloading Yahoo 180's as fast as I can get rid of them prior to Yahoo's earnings.

To: uel_Dave who wrote (53017)	12/8/1999 8:30:00 AM
From: Jim Willie CB	Read Replies (1) \| Respond to of 152472

Yahoo is a big fat joke it might go up more, but who cares? they bore me to death, a nuisance sure, they have the prime portal like investing in pre-hung doors in construction business who cares? their mktcap of $90B is a joke their PEratio is astronimical they just might enjoy vast new sales and margin opportunities but I aint investing in hot air with tiny substance behind it QCOM is heading for a $200B mktcap award next year they must enter similar valuation as INTC, CSCO, DELL I skip MSFT since they are a bigger monopoly that Standard Oil abusive giant is about to be split up three firms: operating system, application SW, media MSFT needs to be broken up, so they are forced to ship software besides the bloated, buggy, late bullshit they send off in carboard boxes one of the biggest risks to QCOM on my screen is WindowsCE, that bloated, buggy, late piece of shit... the QCOM system software platform is at risk / Jim