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

To: Ruffian who wrote (62707)1/17/2000 12:39:00 PM
From: Jon Koplik  Respond to of 152472
 
Text of part of that CNBC stuff (other stuff was just additional stock picks).

Jan 17 2000 11:53AM ET
More on Taking Stock...

The Money Summit with
Dennis McKechnie
Dennis McKechnie, portfolio manager at PIMCO Innovation Fund, was Monday?s
guest on The Money Summit.

Below are his top ten picks for 2000 followed by his notes on each company. Use
the CNBC.com tools to research each stock.

QUALCOMM Incorporated
{QCOM}
--the leader and inventor of CDMA
technology
--about 20% of cell phones use
CDMA technology
--that number is growing
--cell phone industry growing over
60% per year



To: Ruffian who wrote (62707)1/17/2000 3:20:00 PM
From: Boplicity  Read Replies (1) | Respond to of 152472
 
No nice return last year see this

cbs.marketwatch.com

Of course my IRA did better: PBHG Technology & Communications Fund <g>

We who have held QCOM have done even better then that. <g> I own three of his top 10, QCOM, CSCO, ORCL, I have added to both ORCL and CSCO recently, I did own DCLK till a few months ago, I believe he is be redundant by holding ARBA, and ORCL. Too bad funds have to spread it around to their determent.

Greg


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