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Technology Stocks : The New Qualcomm - a S&P500 company -- Ignore unavailable to you. Want to Upgrade?

To: DWB who wrote (5875)	1/29/2000 7:55:00 AM
From: Andrew N. Cothran	Respond to of 13582

DWB: If you are not a genius, you are very close to it. I just got through reading your 1:44AM EST posting (5875). What a gift! You have said everything that I believe about QCOM and you have illustrated it with some of the best visuals that I have seen in years. I have bookmarked both of your references. If I am sitting in front of you at Symphony Hall, go ahead and put your feet up. I won't mind at all. But before you do, please identify yourself. Have a good rollerskate instructional and happy birthday to the seven year old.

To: DWB who wrote (5875)	1/29/2000 12:17:00 PM
From: Jon Koplik	Respond to of 13582

DWB - excellent post ! Jon. eom.

To: DWB who wrote (5875)	1/29/2000 12:52:00 PM
From: jmac	Read Replies (1) \| Respond to of 13582

The problem with the stock of the Q is that most people who bought Q didn't now the story, didn't want to know the story and only wanted o make money. I am guilty of this also. When I first bought the Q in Sept or Oct, I knew nothing about the company. I wanted in and would find out later. My dad bought EXDS and to this day, he doesn't know what it does. He just knows that it is going up. Now, I know a little bit about the story on Q but I also have some worries about competing technology. I don't know enough to make a decision on this. There is CDMA and TDMA and something being tested by NTT called W CDMA. This may or may not pose a threat to the future of QCOM main source of revenues and hence its ability to grow at the rate it has in the past. Any slowdown in rate of growth will result in a slowdown in the expansion of the PE. Right now, we are at about 100 based upon 2000 earnings. Not bad if the company can keep growing that the rate it is but terrible if it becomes a DELL. So, what do we have. A bunch of very, unformed, nervous investors who have seen their stock TUMBLE in one week. A lot of current investors didn't get in when the Q was under 100 (pre-split) like a lot of folks on the QCOM thread did. Those who got in at $10 aren't having a difficlut time with this. Those who got in in November or December are watching all of their paper profits disappear entirely. Good luck to us all. P.S. Those on margin do have an option. If forced to liquidate and you don't want to, sell your stock and simultaneously buy Leaps. It keeps you in the game.