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

To: Ibexx who wrote (55801)	12/22/1999 1:26:00 PM
From: William Hunt	Respond to of 152472

Ibexx ---The question is why would DR "J" sell unless it was a good deal ? The movement of the people chasing a nickel moving out of the stock bodes well for the future of "Q" if they cannot understand the question above . BEST WISHES BILL

To: Ibexx who wrote (55801)	12/22/1999 1:27:00 PM
From: Ritch	Respond to of 152472

Ibexx - Most serious investors of Q would welcome pullbacks like today's for the long haul.* You're right! I looked at it as an opportunity to pick up some more Jan02 500's. I think later in the day this stock will pick up steam again in anticipation of the HS sale announcement after the close! I am interested in hearing opinions on the high premium's on Q Leaps right now. Are they overly high? Good luck! Ritch

To: Ibexx who wrote (55801)	12/23/1999 9:59:00 AM
From: TCGNJ	Read Replies (1) \| Respond to of 152472

Hello Ibexx, QCOM----? accumulate more Thanks TCG

To: Ibexx who wrote (55801)	12/23/1999 10:49:00 AM
From: Cynic 2005	Read Replies (3) \| Respond to of 152472

I used to be a big bull on QCOM back in 1997. As far as I can remember, there were only a handful of real "investors" on this board. Maurice Winn and Ramsey Su come to my mind. Mo Mo players, who, ironically appear to hate other mo mo players, were no where in sight. Just giving a different perspective. No need to reply.

To: Ibexx who wrote (55801)	12/24/1999 9:36:00 PM
From: Skeeter Bug	Read Replies (4) \| Respond to of 152472

>>Most serious investors of Q* would welcome pullbacks like today's for the long haul.<< if ya'll like the pullback here, you'll love the pullback to fair value. qcom, the stock is waaaaay ahead of itself. technology is good and qcom will surely make some money from it. however, qcom can't mfr consumer products efficiently. they failed miserably at base stations. revs will tumble after they lose qpe (gross margins will rise and earnings will probably be unaffected for the most part). they saved some revenue and profit by keeping their cost + engr deal. keep in mind that qcom would earn $5 - 6 billion a year for the next 30 years to match a tbill. (what does microsoft earn with their HUGE margins and total market dominance in a HUGE industry?). of course, the q must earn more than this as a tbill is guaranteed and qcom's fortunes are not, current valuation notwithstanding. HUGE assumptions of possibility have led to this stock price. probability was escorted out the door a LOOOOOOOOOOONG time ago. good luck to the folks who have been in for the ride. there is a time to buy and thereis a time to sell. don't look a gift horse in the mouth. loose monetary policy can't continue to support stock valuations above fair value for ever.