SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Technology Stocks : Qualcomm Incorporated (QCOM) -- Ignore unavailable to you. Want to Upgrade?


To: Mark Fleming who wrote (61638)1/11/2000 11:39:00 PM
From: Peter Sherman  Respond to of 152472
 
well - we hold lots of Q and are strictly LTB and H - this thread is seemingly degenerating as we forget about the core issue - whatever it goes to, it goes to, but it will be back with a vengeance - drink some Lynch Bages '55, eat a fine meal, hug your kids, go to soccer practice, read a book - I would suggest the recent "Trust" about the NYTimes - quit wasting your time trying to catch a falling knife or leverage your gains - even the departed one relaxes at times like these -



To: Mark Fleming who wrote (61638)1/11/2000 11:42:00 PM
From: Boplicity  Read Replies (1) | Respond to of 152472
 
Someone PM'd me asking what I was thinking about JDSU and QCOM, I said I didn't own enough JDSU and too much QCOM.
They asked back why I have changed my tune. The Following is my response.

<<Yes but JDSU will do better this year. QCOM is on too many radar screens. My thinking is more market related then company related. The story is still the same for QCOM. We just had a correction, QCOM even tested the low of it, now it looks like we are going to hit that again, ever time a stock does that it picks up more frustrated investors, ones that bought higher, ones that didn't sell at the high, all adding up to overhead resistance, that has not happen to JDSU. Also, it looks to me that there will be vacuum in news this year for QCOM, we will have to live on earnings and HDR testing for the most part this year, with maybe news of a HDR roll out near the end of the year. >>

I will add this, short term it's just noise, long term, the story will only get better for QCOM.

Greg