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

To: Ruffian who wrote (54944)	12/18/1999 1:07:00 PM
From: Cooters	Read Replies (2) \| Respond to of 152472

<<"You've got window dressing on the part of big institutions," he said. They want to show Qualcomm Inc. (NASDAQ:QCOM), Microsoft Corp. (NASDAQ:MSFT), and Sun Microsystems Inc. (NASDAQ:SUNW). They want to show those stocks in their portfolios>> Ruff, I'll take it one step further. Imagine you are a fund manager who owns Q and wants to sell it(for whatever reason). There is no way you sell before the end of the year and not have it on your portfolio listing. Compound this with any taxable account not wanting to generate the cap gain, probably short-term to boot, and I see no sellers through EOY. Cooters

To: Ruffian who wrote (54944)	12/18/1999 1:51:00 PM
From: DOUG H	Read Replies (1) \| Respond to of 152472

"You've got window dressing on the part of big institutions," he said. They want to show Qualcomm Inc. (NASDAQ:QCOM), Microsoft Corp. (NASDAQ:MSFT), and Sun Microsystems Inc. (NASDAQ:SUNW). They want to show those stocks in their portfolios >>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>> Ruff, this practice of "window dressing" has alternatevly cracked me up and pissed me off. On one hand, it shows why many of these funds perform so poorly when they own a stock like QCOM for a short while just to "show it". And on the other hand, small investors who want to own funds with QCOM/SUNW/MSFT in them to benefit from the gains from those stocks, get crappy performance anyways because the fund just dressed the window with these stocks. It's because of practices like these that I came to believe as Voltaire and others have described the shenanigans by these racketeers.

To: Ruffian who wrote (54944)	12/18/1999 2:31:00 PM
From: Keith Feral	Read Replies (1) \| Respond to of 152472

Respect is an understatement. The Q's position as a Gorilla stock is permanent. 2 things made that happen this year - CDMA's victory as a global wireless standard and the commercialization of the wireless web. The upgrade of IS95 to IS95B and IS95C and the introduction of HDR will continue to accelerate the pace at which more countries convert from analog and GSM air interfaces to CDMA air interfaces. Korea, the US, Canada, and Japan are just getting there, everyone else has to follow. The market share for CDMA will increase 50% a year at least for the next 10 years. What do you think that will do to the Q's market cap? Every fund manager will have to own this stock at some point in that time period!! Keith