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

To: Valueman who wrote (71022)	4/21/2000 12:00:00 PM
From: Ramsey Su	Read Replies (1) \| Respond to of 152472

Valueman, "So MSFT gets sold off--oh well" I am with you on that one, so what? So what $2.1 trillion vanished from aggregate market cap last week? We must have recovered at least a few million this week. So what MSFT lose another 10, 20 points, that is only $50 - $100 Billion out of the market, and most of that belongs to Gates, Baldwin and Allen anyway. So what business is slow and anticipated to be slower? You think MSFT's business would have anything to do with Intel, Dell, HWP ......... Their business no doubt will just keep growing growing and growing, until each one can buy a few third world countries like the one Maurice came from. So what MSFT is cooking the books and struggled to meet earnings via sales of "investments"? All the other blue chips like Intel, CSCO ..... have no exposure. None of them benefited from investing in dotcom companies which had benefited their bottomlines and will continue forever, right? QC certainly has no exposure in that area. Afterall, investments in phone.com is different, LWIN is certainly very cheap here and G* for sure will be the huge winner. Not to mention the joint venture with MSFT which for sure will be worth more than QC itself within hours after the IPO. As for Bershire Hathaway, those are just "oldies but goodies". You will soon be able to buy BRK shares from the midnight informercials for $19.95 a share, each one autographed by the man himself. The only thing of wisdom you had to say - "why are you not 100% short?" The real chicken little

To: Valueman who wrote (71022)	4/22/2000 6:34:00 PM
From: limtex	Read Replies (2) \| Respond to of 152472

Vman - NAZ to 1,400 by summer - Reuters article on the SI home page - They are quoting a guy called Don Hays. He said the Nasdaq will be the spoiler as it retraces back to 1,400 by the end of the second quarter. But even at that level, the market would still carry a high price/earnings ratio of 75 versus a normal P/E of 30. ``Despite the big selloff, I still don't think that those bullish people really believe that the bull market is over,' said Hays. ``Abby Cohen, Goldman Sachs' stock strategist, consoled them, and Donaldson, Lufkin & Jenrette patted them on the back by raising its asset allocation in stocks and everyone was running with the bulls.' But watch out for the next step. ``Here's how bear markets start,' Hays said. ``The first phase will drag the Nasdaq down by several hundred points through the recent low. But the second phase, possibly by mid-summer, will hit all stocks -- Dow and Nasdaq -- with massive capitulation that will wash out the remaining bulls.' For heavens sake this has got to be a bit over the top doesn't it?? Cramer didn't say the whole market was a bust or at least he didn't say it yet. He just said that he was getting out of MSFT. Actually I happen to think that the MSFT sell off is way over done. Is there any real evidence that sales of PCs new and replacement have peaked. What about all the purchases that were delayed due to Y2K??? This MSFT is ex-growth stuff has got to be nonsense. What about all the goodies in the pipeline?? Best regards, L