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


To: Peter V who wrote (57845)12/29/1999 7:25:00 PM
From: Trio  Respond to of 152472
 
Peter - If you view this play as a "Gorilla" which QCOM is then you would not post about "I don't think I'd be using this as an entry point right now, long or short."

A Gorilla is NEVER overvalued. The value chain is wrapped up for QCOM and there ARE NO competitors. QCOM is to wireless what MSFT is to operating systems. If you bought tomorrow at 700 you will NOT be disappointed 12 months from now after at least one more split and better than 100% growth. This is capitalism at it's best - the Gorilla will muscle out all other competitors and set/control the value chain. Suggest you read the "Gorilla Game" by Geoffrey Moore. It will revise your thinking.

Prosperous investing to you,
Neal