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

To: jhg_in_kc who wrote (57986)	12/30/1999 1:17:00 AM
From: Boplicity	Read Replies (2) \| Respond to of 152472

re: I am worried that these very two smart guys see the stock as obscenely overvalued who own TLAB and DELL basically dead money, With all do respect to the good Dr., he might be living in the past, and thinks too much like the economist that he is. I suggest he read the following: fastcompany.com This is not your Fathers Market! Not to say I have no worries, valuations does matter in the end, but we are buying the promise in QCOM. Ones should always buy the promise, not the realized promise, like what has happen to DELL and TLAB. When was the last time you news out of DELL on the order of how many million they are doing over the web, or a new plant announcment, you are not hearing that anymore. DELL is in the process of realizing the promise, while QCOM promise is only getting larger, which seems to be happening on a daily bases. Nearly the perfect environment to buy in. greg

To: jhg_in_kc who wrote (57986)	12/30/1999 2:26:00 AM
From: Tom Kearney	Respond to of 152472

Can you say $20B revenue stream? Drop to $300 is not in the cards. This is not AMZN (who I dearly love - for other reasons).

To: jhg_in_kc who wrote (57986)	12/30/1999 7:59:00 AM
From: Voltaire	Read Replies (2) \| Respond to of 152472

Hi jhg, Before I jump out my window, let me remind you that one Guru you mentioned bought Dairy Queen over McDonalds with the money he had left over after his Silver losses and the other has stayed in Dell this entire dead period when he could have been in Qcom. I will continue to invest in the STOCKS WITH NO MEANING until my Angels tell me like they did with Dell, it's over, my Angels are the best forecasters in the business. Give Chuzz my best's and ask him has he ever heard of Voltaire terms, TIME COMPRESSION and AMBIGUITY, the last time I looked, they were not teaching those in Econ. 101. Voltaire