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

To: 16yearcycle who wrote (57121)	12/28/1999 9:38:00 AM
From: Valueman	Respond to of 152472

Has SI changed? I get a different look to the boards, plus they are trying to install cookies with each message. That's not good.

To: 16yearcycle who wrote (57121)	12/28/1999 9:54:00 AM
From: Gypsy King	Read Replies (1) \| Respond to of 152472

7. Increased amount of pundits warning for decline 8. Downgrades on "valuation concerns" Are you sure these are a sign of the end??? I look at these as BULLISH indicators. I especially love downgrades based on valuation. Almost always a buying opportunity.

To: 16yearcycle who wrote (57121)	12/28/1999 9:56:00 AM
From: Boplicity	Read Replies (2) \| Respond to of 152472

What could go wrong: 1. A lack of news to support the stock. What's next to come out of QCOM? We are in a news vacuum right now. 2. An earning miss or margin errosion. The stock will be tied to earnings now more then ever with HDR and G3 coming later in the year. 3. Slow acceptance of HDR or worse no roll out in the USA. Where is USWest and CSCO? CSCO is going it's own route now. Right now Q has to pay to get someone to roll HDR out. How much more money will they have to shell out to move it forward? 4. Some other company supplementing QCOM with cheaper and better ASICs. 5. Key Oh Say, blows the handset division by putting out buggy and defective handsets. QCOM has done this, but it was early in the game, now it would not be easy to over look defective hand sets. 6. G3 takes years of bickering and QCOM has to fight, WCDMA in the courts. Dr. J has said he sees more court cases. Announcement of a case would dampen the prospects for QCOM. Anyone else has anything please add to both of our list. Thanks, Greg

To: 16yearcycle who wrote (57121)	12/28/1999 9:56:00 AM
From: Jim Willie CB	Read Replies (2) \| Respond to of 152472

biggest risk in my view is overreaction by Fed to growth which has built-in controls already big risk with turnover of several Federal Reserve governors, who in my opinion still are living in post-war Europe and Volker inflationary days... out are going the wise governors who understand the new economy and fight any/all rate hikes... in are likely to come inflation hawks who want to raise and raise and raise... it bothers me to no end the rapid growth that will only continue into the new year will scare the bejesus out of the crusty farts on the FOMC.. they will feel compelled to act, and likely raise rates twice more, both hikes imprudent... much of the Info Systems equipmt investment will slow down by spring... more temperate demand should take care of itself then come the economists... most incomptent group of statisticians in the country... they will get it wrong again, scaring the public investor community... they will expect a mid/late year2000 recession that will NOT happen... I make no apologies to any economist readers... if you dont already know about the low professional quality work done by practicioners in your field, then you are among the incompetent yourself we are likely to become embroiled in severe debates on issue of "growth causing inflation" which is utter rubbish... growth leads to increased supply as well as demand... the growth data will be eye-popping, but so will the productivity data be eye-popping... as big as our productivity rates are reported, it is actually somewhat greater still... cheaper PC prices are treated as economic slowdown effects, not improved productivity evidence... service automation is not even incorporated our Fed Money Supply growth is massive right now, but for God's sake, the Federal Reserve is supplying liquidity in the form of cash for circulation to at least a dozen nations and their foreign economies... it is likely that y2000 will see most if not all of Latin America and South America using the USDollar in circulation, thus wiping out monetary instability got some wicked dicey times coming in March-April-May my choices are difficult, since I wanna convert to shares and use some margin... motive is to cut way down the taxes from avoiding complete option call selling... I wanna build a core common share position... what a helluva time to build it into the spring??? I wear myself out, and it isnt even 10am MM's are holding us even on QCOM price they had better bring spare skivvies what is that I smell? / Jim