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

To: waverider who wrote (58334)	12/30/1999 6:33:00 PM
From: Voltaire	Respond to of 152472

Yes Dude, One hell of a post. After reading, thought maybe Jim Willie had loaned the writer one word, get my drift. Boy, to be in the canyon tonight. V

To: waverider who wrote (58334)	12/30/1999 7:08:00 PM
From: Jim Willie CB	Respond to of 152472

thanks guys, referring to "intellectual flexibility" ... right? how quickly the landscape can change we must at all times be willing to be flexible after Tuesday, friends fretted one good friend sold out options at 580 I couldnt convince him that everything changed on Wednesday it sure did in the tiny recesses of my mind valuation paradigms have changed solid growth of topline/bottomline growth is valued if growth works in face of competition with no barriers to entry, then valuation gains can be fleeting steady promise of hypergrowth is highly valued a near lock on platform ownership, coupled with strong growth soon to become hypergrowth is greatly greatly valued when probability is widely accepted to be converging toward certainty, as PWebber believes, then valuation can get stratospheric the new decade brings with it some true blue sky the new domains are wireless, fiberoptic, semiconductors Gilder has done a great job in identifying them for me I am not that bright a guy my skills include adding numbers, connecting dots, subtracting 3/8, and my favorite (drawing lines, esp tilted ones) I subscribe to the new paradigm it does NOT however apply to all stocks it applies to a handful the mistakes to be made are to apply the new rules too widely those who do will suffer airpockets and whacks bring on the split and the new millenium / JW