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To: y2kate who wrote (1821)	1/27/2000 8:35:00 PM
From: Jill	Read Replies (1) \| Respond to of 8096

There's a difference between understanding the fundamentals and the story--and falling in love with a stock. When fndamentals change or the story changes, get out (unless you'd face a ridiculous tax hit). My point is if you are so spooked you want to go to all cash, then it doesn't make sense to be investing. QCOM's story is not DELL's. DELL was in G&K terminology a prince; for about a decade it had a phenomenal growth record as it had a unique approach and a huge market to saturate. But margins kept getting thinner and thinner, and the story eventually changed. The day they only met estimates the fundamentals had actually shifted. It's still a great company but those days of glory are over. This is not the case with QCOM there's a lot of growth ahead. How the market values that nobody knows. Anyway each to his own I really can't say more...best of luck whatever your decision