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

To: MileHigh who wrote (64646)	1/26/2000 11:29:00 PM
From: waverider	Read Replies (4) \| Respond to of 152472

Miles and vegasman (Q vs. JDSU potential, etc.)... Mile...did I read that you sold some Q after hours last night? OK, that's cool...but my question is why did you wait so long? I know that sounds dumb, but if you were planning on holding that portion long term (were you?) you should NOT have sold at all. IF you were planning on trading that portion, why didn't you sell earlier? I'm not being stupid here. My point is a trader interested in profits would have sold BEFORE this situation today because reactions to earnings are always a crap shoot. Traders do not sell AFTER panics like what we saw today. So where is Rick going with this? Just examine why you sold today and IF the correction was the cause. If you did sell because of the correction, you let your emotions pull the trigger. If you felt you were over exposed last night (I don't know if you did, just thinking), why didn't you think that way last month when every one was happy? I do this line of thinking all the time to keep my thoughts clear. FWIW. I do know one thing...several of the people whose accounts I managed called their brokers and sold their Q today because they didn't want to lose anymore. They bought the shares for the long term...THEY SAID WHEN THE STOCK WAS GOING UP. Emotions pulled their trigger today. I told them they made a mistake. Time will tell. vegasman...very convinced you were last night of this sell off. ok, we got it. now what? just a few thoughts (especially in light of your JDSU comments). Let's look at a chart... siliconinvestor.com I started it about the time Q started its run (approx. 10 months ago). With the recent Q correction, we are about at the same place appreciation wise. But if you go farther out (5 years)... siliconinvestor.com you can see that JDSU has made Q look like a little stepchild. A 10 year chart that includes EMC and CSCO shows you what kind of appreciation gorillas can build. My question to you is...in the time frame of the next five years, what do you think this chart will look like? I know fiber optics is hot but it is only the other side of the coin of wireless (I know you probably know that). I don't know the answer here, but you seem to be convinced of the JDSU case so... -how do the intellectual properties compare between Q and JDSU? -do the growth rates of CDMA wireless communications (assuming that CDMA will be the standard) compare with the growth rate of active and passive fiber optic products? -assuming the success of HDR, is there something similar at JDSU that can have such a major impact on the bottom line? -how do profit margins on royalties compare to the profit margins on optical fiber products (I think we both know the answer here)? OK, I'm done. I have JDSU/OCLI/ETEK up the yingyang as well as Q...but I feel Q has a better handle on worldwide growth than JDSU. Maybe not in the next 6 months, but over the next 2-3 years. Adios, Rick