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Pastimes : The New Qualcomm - write what you like thread. -- Ignore unavailable to you. Want to Upgrade?

To: Ruffian who wrote (1490)	2/11/2000 11:24:00 PM
From: S100	Read Replies (1) \| Respond to of 12254

The SEC filing of 11 Feb 2000 gives the holdings as of 12/31/1999. The link you posted gives the holdings for 9/30/1999. There seems to be(if my math is correct) an increase of 1,182,760 shares in the three month period. Investors Business Daily gives a large weight to the increases and decreases of the holdings of the mutual funds. The article in Money Magazine also points out the role of the mutual funds in the price movement of QCOM. I am on the verge of being convinced that I should track the mutual funds actions very closely. I do not like to invest via mutual funds and feel that they drive the stock prices to a very large extent. IBD covers the major holdings and recent buys and sells of several mutual funds every day. I have seen a few selling QCOM, but many more are buying. The selling did not seem to be driven by the price increase and and an effort to trim a large position, since QCOM did not show up in their major holdings. The funds do not like to reveal their holdings but must file with the SEC if they hold certain amounts of a companies shares. If you know of a better method to get the most current mutual fund holdings than the SEC filings, I would like to be told about it. The day before they make a big move would be the most desirable ;-)