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

To: alias who wrote (56172)	12/22/1999 9:50:00 PM
From: Brian K Crawford	Read Replies (1) \| Respond to of 152472

Q starting handset business and the sale of infrastructure to E was about CDMA. The devil is always in the details but I believe the dynamics of this sale to K is about HDR. That would be in keeping with past actions by Dr. J. Several strategic moves ahead of where he appears to be. Good observation. Brian

To: alias who wrote (56172)	12/26/1999 10:08:00 AM
From: alias	Read Replies (3) \| Respond to of 152472

Suspect one of the more interesting Wall Street weeks ahead. They could sell tickets. So many dynamics in play...tax considerations, hot company splits, January effect ramping and the so-called Y2K "thing" and unknown herd mentality direction it may or may not produce. And the Q right smack in the middle of things. The Q: this past Fall an earnings blow-out, management decision to sell hand-set unit, forward looking 4-1 split, HDR, WTO and China, combined to create stunning upward pricing momentum. Then last week the Q invincibility was pricked by the "hey, it's non-Nokia" hand-set sale. So, current momentum stalled just before expected "new" momentum push in anticipation of 4-1 split. Now what? This week figure the media/CNBC and feds will continue frothing over the Y2K thing. A bank teller slips on banana peel or a savings and loan in Boise loses phone service for couple of hours will highlighted as proof of Y2K disasters around the corner. And the feds will continue to scream its warnings. Seriously, folks! "Unsubstantiated reports" of mail bombs from Germany? The phrase doesn't compute. An unsubstantiated report is not a report. It's rumor...or gossip. And the latest scare comes from energy department speculating that there SHOULD BE gasoline available at the pumps. Give me a break! Oh, for the days of Reagan optimism. Anyway.. Speculation. One would usually assume the institutions will jump in to protect Q pricing against the low volumn sellers during the first part of the week. Suspect they will but kinda doubt we'll see the anticipated upward run toward the split. First day of split trading comes on of all days...December 31. Could see short periods of mini-mother of all individual investor sell-off's here and there as herd mentality takes over and MM's take advantage of such. Not so much fear of actual Y2K interruption but selling because everyone afraid that everyone else will be/is selling. Prices tank with smart folks buying. Who knows? Only things I do know, after couple of years living with Q and daily pondering every Q nuance, is that the Q beast has not yet begin to pound it's chest, that every time I get pissed at Q management it proves me wrong (or stupid) by pulling another rabbit out of the hat, that Q's engineers are one incredible gang of tech warriors and that when the news or rumors are negative and the momentum drives price down, it always rebounds to new, unimaginable pricing highs and the green numbers at bottom of spread sheet keeps getting wider. In other words I don't give a short-term damn what happens this week cause next year is going to be one hell of a year for Q and anyone who holds the stock. Not cheer leading. Just being damn realistic. Sunday morning rambling. I obviously need a life.