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

To: jmanvegas who wrote (62385)	1/15/2000 1:43:00 AM
From: djia101362	Respond to of 152472

jman, historically YHOO has ALWAYS run up into earnings and sold off after earnings. i think if you look back at the past 3 or 4 quarters and perhaps even farther back, you will see that YHOO has never gone up like a rocket after earnings no matter how good. OTOH, QCOM over the past 3 quarters has shot up like a rocket the day after earnings. i think alot if that is due to the fact that the street is still trying to figure out the earnings potential of QCOM and perhaps still doesn't have a clue as to just how high this stock can go.

To: jmanvegas who wrote (62385)	1/15/2000 8:30:00 AM
From: TARADO96	Respond to of 152472

<<What's more important to me is some "significant" news like an AT&T or Nokia announcement of some kind - something the market isn't expecting. If that happens, we'll take out the highs in a heartbeat.>> Well said. We need a huge catalyst at this point, something to reinforce the markets that QCOM is the place to be for the next 5 years. John

To: jmanvegas who wrote (62385)	1/15/2000 11:38:00 AM
From: gc	Read Replies (4) \| Respond to of 152472

jmanvegas, YHOO's pattern is different from Q's. Q goes up EVERY time and EACH time after earning while YHOO goes down EVERY time and EACH time after earning. Both companies have had excellent earnings in the past. This time Q has corrected 30% from its top. A severe correction by any measure or even by its own historical pattern. How much more of a correction is coming? I doubt much. When the stock was at 200, we all agree it was overvalued. Now it is at 140. Is it still expensive? Not any more! Let's look at CSCO, earning for FY ending 7/00 is $1.00, stock at $108. QCOM estimate FY ending 9/00 is $1.74, stock at $140. QCOM grows at much higher rate than CSCO. Can you say UNDERVALUED? I am buying, not selling here. gc