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

To: RocketMan who wrote (67484)	2/18/2000 4:28:00 PM
From: waverider	Read Replies (1) \| Respond to of 152472

I thought you were woofing up the wrong tree before, but I think you are making sense now...especially in light of Greenspan's testimony yesterday. He has done a wonderful job so far, but I think he is falling behind now. I just hope his advisors fill in the holes. <H>

To: RocketMan who wrote (67484)	2/18/2000 4:38:00 PM
From: Voltaire	Read Replies (2) \| Respond to of 152472

RocketMan, very few post have made me spend the time thinking about it as yours did. When an individual like you sells or repositions, I listen. My post was basically a rebuttal to yours. See, Rocketman, from where I sit it is a ruse on the part of AG. I know you don't agree but the AMBIGUITY about the man is part of his Genius, just look at what has happened, exactly what he wants to happen. Now, you could end up being correct about the fact it is a road less traveled and the " senile bastard " has no idea where we are going. I think next week we are going to get another example of crying wolf too many times. I thought this was demonstrated yesterday although I can barely recall what I saw. The sad awakening is going to come when the powers that be realize that Techs in and of themselves are immune to a large degree from a damn 1, 2, 0r 3 per cent raise in those little rates they keep threatening us with. Let me ask you something, if a 42 cent per share loss on Amzn doesn't bring it down do you think even a 2 per cent hike in the Long term Bond will, well I sure as hell don't, and that is the nature of the bomb they are underestimating, again baby boomers don't give a damn. Another thing in the old Non Global Economy, No way Saudi Arabia speaks out about holding oil prices. This is the biggest mistakes the Graybeards are making when they sell, it ain't just us my friend and the fed people know it. Watch next week as we begin to emerge from the weak time capsule and then you and I will take another look. Qcom and Cree are my buys in here. selah Voltaire P.S. - In my dreams, I can just see Greenspan turning to Molloy and saying: you know Molloy, the baby boomers just don't give a damn, do they?

To: RocketMan who wrote (67484)	2/18/2000 5:22:00 PM
From: Dooker	Read Replies (1) \| Respond to of 152472

Greenspan wants to slow GDP growth, not make it drop. He does not want a recession. But I'm in agreement with you that he does not fully see the drastic changes coming from a world networked with computers. All products will eventually be commoditized,at a rate never before imagined. Profit margins shrink, with only the high volume economies of scale companies left. That's why the DOW is stagnant--future earnings growth are in peril. There is no other way --new technology threatens the old ways of the economy.(I do think American companies, with their experience in a highly competitve economy gives them great international advantage. High interest rates,though, could hurt their share price and thus reduce their ability to make international acquisitions and expand.) It will be fascinating seeing it all unfold. The Old Economy with the Old Economists and Old Bankers and Old Investors just don't understand how their previous historic models have little meaning in the new network. It will be hard to pick out the new international giants, but you don't need to.The road to riches is investing in the technology that builds the NETWORK (fiber optic,wireless, internet-compatible componenets, and software) The winners and loser of the transition from Old Economy to New Economy all have to use the NETWORK to have prayer of emerging victorious. This will become transparent when the NASDAQ catches the DOW Jones Industrials. How's that for a bag of wind? Good Day.