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

To: marginmike who wrote (61607)	1/11/2000 9:40:00 PM
From: Voltaire	Read Replies (2) \| Respond to of 152472

I'll take a little more yang! v

To: marginmike who wrote (61607)	1/12/2000 7:38:00 AM
From: Keith Feral	Read Replies (2) \| Respond to of 152472

Voltaire and Marginmike are both in agreement that the NASDAQ is ready for a big correction. That may be the funniest thing I have ever witnessed on this board. <gg> I agree that the BS stocks like Yahoo that come out and admit that their EPS growth is unsustainable with suffer 40% corrections. AOL's growth rate just went from 50% to 30% with the Time Warner acquisition. I guess that is the basis for the downgrades. Nonetheless, I think that Case's purchase of Time Warner is one of the greatest management achievements I have ever seen. Back to the Q and CDMA. The manipulation of the market makers has no correlation to the fact that the Q's stock price has been going up ever since the Q was recognized as being the gate keeper for all of the royalties for CDMA and WCDMA wireless. I can't help but to reflect on the words of exploringsomefiords on the other thread. QCOM has amazing visibility with respect to the growth of their revenues from royalties and ASICS for the next 10 years. QCOM is beginning to enter the wireless data market with HDR, a product that will soon be a commercial threat to dial up modem services for ISP service. Another comment that I would like to reflect on is the $1000 price target from Paine Webber. Will other analysts be equally encouraged by QCOM as they visit the company next week to confirm their EPS models for this quarter? If anyone is nervous about the next 2 days trading in QCOM, ask yourself these questions. -Does the future for QCOM's revenue and EPS growth look positive? -Are there any stocks out there that represents a better long term opportunity than QCOM? These 2 questions should be the only sell discipline for a long term investor. This company is the best long term investment that I can identify given the amazing visibility for revenue growth from royalties and ASICS.