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

To: Boplicity who wrote (55335)	12/21/1999 1:39:00 AM
From: DOUG H	Read Replies (1) \| Respond to of 152472

>>>Like I said before, look at AOL, EBAY and AMZN how weak they are acting now, their anemic stock action is more obvious then before, they should be acting strong, but they are not.>>>> The big story is the publics willingness to use the internet as a shopping platform and the "click and mortar" crowd unable to deliver the experience with comeback appeal. they are feeling their way along and MUST invest more this coming year. This year there was a lot of ad $ spent and slopped together systems. Those systems IMHO will see alot of attention to upgrades this year. That's why I'm excited about ISLD.

To: Boplicity who wrote (55335)	12/21/1999 9:04:00 AM
From: RocketMan	Respond to of 152472

look at AOL, EBAY and AMZN how weak they are acting I think there is a large core group of investors in the internet large caps that follow the mo and rotate from stock to stock within that group, so you get a zero sum game. With the way YHOO ran when it got added to the S&P, the money went out of the others and into YHOO. When the next big news item comes out on one of the others, it will move there. The AOL/Wall Mart deal brought some new money into AOL, but that event was not significant enough to draw the YHOO money. I think that's why you see AOL and others so loosely coupled to the overall market, because they trade based on sentiment among the internet crowd. That's also why those stocks tend to drop so much when the sentiment changes, something that I hope would not be the case with Q. As far as the January effect, I agree with you but don't underestimate the amount of money on the sidelines waiting to get back into tech funds when Y2K is over, assuming it is not a major event. Many boomers, like me, are very conservative with their core holdings, and have moved their core retirement funds into money market accounts to wait until Y2K blows over. I've only been investing my non-retirement money lately, although the way the NAZ has been acting that account is becoming a significant percentage of my retirement account. Besides, the way the rest of the market is acting, I'm actually making money in a money market account instead of investing it in the usual suspects of anemic mutual funds.