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

To: foundation who wrote (10954)	5/28/2000 5:02:00 PM
From: lurqer	Respond to of 13582

If DDI CDMA happens, stories will have to change, and today's reasons will be betrayed as political, not scientific. I share your perspective of the significance of Japan. DoCoMo is aggressively pushing their flavor of WCDMA. If a DDI CDMA/HDR system is demonstrably superior, FUD is difficult to maintain. Given current timetables even a year from now "things" will be interesting. Let us hope that the "lessons learned" in Japan will be so clear cut as to defy obfuscation. Hanging around... lurqer

To: foundation who wrote (10954)	5/28/2000 6:13:00 PM
From: Art Bechhoefer	Respond to of 13582

BLG, "QCOM is being pushed down by remarkably loud, perhaps suspect analyst calls and bear market momentum." To be more specific, portfolio managers who have realized too late that QCOM is the best potential investment in wireless technology have an incentive to talk down the stock price in order to get in at a more appropriate, lower risk level. This is a more frequent practice than many investors realize. It is characterized by all encompassing statements about all the stocks in a particular sector being overpriced, statements favoring competing companies (thereby draining more funds away from the stock they're really interested in buying), and gradual increase in the number of shares held in the target company. They will recommend the target company only AFTER they've bought substantial amounts of the stock (naturally). By getting a better understanding of the technology and its potential in disucssions such as this, an investor can then choose a stock BEFORE the general public realize the portfolio managers are buying it.