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


To: A.L. Reagan who wrote (11803)6/7/2000 10:30:00 PM
From: A.L. Reagan  Read Replies (2) | Respond to of 13582
 
Addenda: Do you believe the recent share weakness is because WCDMA will rule and QCOM won't participate?

Bux, in relooking at your above query, I would say yes to a portion of the weakness if in the question there were inserted the phrase "of ungrounded fears" between "because" and "WCDMA."



To: A.L. Reagan who wrote (11803)6/8/2000 6:04:00 AM
From: rf_hombre  Respond to of 13582
 
A.L. Reagan, sorry for jumping in regarding QCOM:

In fundamental reality, not much has changed at all in the past six months since the early November product intros - but look at that stock chart!

Can we assume that the stock price level of November was a fair one, meaning accurate ? I am long and would like to believe it but then how do we know what peopleïs expectations are about QCOMïs future market share in 2.5 and 3 G? The Unicom pseudo fiasco seemed to account for only about 10-15% correction while the general bearish conditions seemed to account for much more (200 down to sub 100). Any thoughts.

Just trying to understand...

Cheers,