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

To: Dr. David Gleitman who wrote (65235)	1/30/2000 1:08:00 AM
From: Gut Trader	Read Replies (2) \| Respond to of 152472

Have some percieved fundamentals changed? 1-Handset sale to Kyo not Nok 2-Change in management tone about future (ie slump) 3-Unrealistic analyst projection (PW) 4-Insider selling

To: Dr. David Gleitman who wrote (65235)	1/30/2000 8:08:00 AM
From: Lipko	Respond to of 152472

David - what does seem new this time is the incredible expansion this economy has been going through this decade leading to the tightening labor markets. When I studied economics (an early edition of Samuelson), unemployment rates this low could not be fathomed without serious disruption to the economy. From our perspective, the worst problem is our restrictive immigration policy prohibiting sufficient engineers entry into the US. We should be speaking to our representatives about this. Otherwise, cycles have always been just that, and, except for the 30's, have been relatively short. I am constantly amazed that in the world of economics, good means bad and vice versa. We have the strongest economy is history, turning out the best leading edge tech ever (I only wish Q's would really move to the fore - on a p.e. basis going forward, we seem to be pretty even with NOK and ERICY - where would you rather be?), and we just may have to wait it out. On October 8, 1999, we closed pre-split at 213.9375. We have a double since then. Would you have taken it 4 months ago? We are in Q for the forward story. With HDR, CDMA in laptops by Christmas, GPS in phones, Palms, CE devices, Cars, Globalstar, who knows what else, maybe we just sit on our hands for awhile. I will be in Anarctica with my family on March 7, otherwise in San Diego for the first time. Q has been very good to us this year enabling sales of other things to support adventure traveling. At 56 I'm a patient man - just got carried away too quickly last year on the coattails of the best stock I have ever seen. I think its future is still out there. Best, hang on through the rough periods, they are not over yet, John

To: Dr. David Gleitman who wrote (65235)	1/30/2000 9:43:00 AM
From: William Hunt	Respond to of 152472

DR David --- CNBC only talks about Greenspan raising rates but not about the effect a strong GDP will have on the budget surplus for this year . The treasury last week reduce the 30 yr bond issue by thirty billion dollars in the bond market . That is part of the reason we have an inverted yield curve with the 30 yr bond yield now under the ten year bond .They retired the debt not re-issued it . The states as a hold are reporting a 5% surplus last year per CNN . If you are taken the Federal government out of the debt market normally interest rates should dropped due to supply and demand since they have been the biggest issuer of bonds in the past . The only wild card is the president and the congress with possible spending increases . I think with an election year it will be tough to get big spending increases passed this year thus interest rates should dropped by the end of this year Best wishes BILL