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

To: jhg_in_kc who wrote (55512)	12/21/1999 4:30:00 PM
From: Kayaker	Read Replies (1) \| Respond to of 152472

I dont get it. what's so ambiguous about qcom? I interpret that to mean that it's difficult to get a handle on the potential for Q. Similar to a stock like Yahoo. When the market is easier to define (like Dell), it places more limits on what folks will pay for the stock.

To: jhg_in_kc who wrote (55512)	12/21/1999 5:19:00 PM
From: Voltaire	Read Replies (2) \| Respond to of 152472

jhj in kc, Let me just say I did appreciate your apology, I might have been a little strong post apology. At any rate let's keep making money. What I mean by AMBIGUITY is that probably over half of the self proclaimed intelligentsia of the investment world do not even understand what Qcom does much less the uniqueness of CDMA. I have had different individuals in different locations test this, primarily on the large Brokerage House people. ( I am into psychological dynamics you know ) Ex. - Southern College Town- pop. 60,000. Had individual go up to the City's Guru that worked for Merrill Lynch and tell him that he had just taken 70% of his holdings and put it into QCOM. - Ans. Gee D-- are you out of your mind, never put 70% of your holdings in any one stock. D-- to broker, what do you know about Qcom? Well I really don't know that much about it. D-- to broker- you mean you don't much about the number one percentage gainer in the S&P 500? Well not really except it is in Technology. So we have tremendous ambiguity in what Q is all about and especially what CDMA is all about. Like I have said before, this hurts us a hair in the short run but the impact should be exponential when the Graybeards begin to realize Q's potential. A good example of little Ambiguity is AOL - Simple, sign up members and basically keep going, almost anyone on the internet can tell you what they have and do. Voltaire