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

To: T L Comiskey who wrote (64526)	1/26/2000 2:45:00 PM
From: PAL	Respond to of 152472

Hi Tim ... I am just wondering if QCOM has considered Trimble Navigation (TRMB) instaed of SnapTrack for thr GPS technology. TRMB is much cheaper, half the price of SnapTrack. Technology must be the overriding considerations. Best regards Paul

To: T L Comiskey who wrote (64526)	1/26/2000 6:27:00 PM
From: 16yearcycle	Respond to of 152472

Hey, Tim, thanks. I'd have missed this in the general rush to gather all the news.(meaning I've been at this all day and only saw this news here, and I was wondering about it.) It occurs to me that the next 3-6 months is the last chance for a long time to get a big bargain again on Qcom. The lower growth, and confusion will subside by the July e announcement which will show an acceleration in growth rates. Analysts will have to raise estimates.(Cena has .25 for the 3rd q!!! And he is a good one.) Then they will all start looking at next years 1.60-2.00, rather than focusing on the current numbers. A long term investor should be praying for 80. The more obvious it gets, the better off we are.