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

To: Boplicity who wrote (73822)	6/14/2000 2:50:00 PM
From: Valueman	Read Replies (1) \| Respond to of 152472

The Market Never Lies Sure seemed like it was fibbing to me when I bought QCOM at 4 and all was so dark.

To: Boplicity who wrote (73822)	6/14/2000 3:02:00 PM
From: SKIP PAUL	Respond to of 152472

You failed to mention investments that have more than doubled and some have quadrupled. Phone.com, LWIN, Korea Freetel. BTW Q has made more money from G* than it can ever lose, even if everything was written off. G* is still a very profitable business for Q. It earns consulting fees, Gateway sales and handset sales and Royalties from Ericsson and Telit. Even with modest sales it is making $75 million after tax it seems based on todays comment.

To: Boplicity who wrote (73822)	6/14/2000 3:03:00 PM
From: 16yearcycle	Read Replies (2) \| Respond to of 152472

You continue to be one of the most emotional "investors" I have ever seen on SI. You said: "you can't just sit here and be in denial and expect this stock to regain it's former luster, unless the current story changes and frankly, I just don't see that happening. Do you?" Don't you get it at all, Greg? You are a momentum guy thru and thru. I have held Msft for over a decade, and orcl, and csco nearly that long and 20 others for years. What I simply attempt to do is buy when values are low, and trim back and raise cash when things are too high. I rarely sell out entirely. You are way to smart for us buy and hold types. I mean, The Forbes 400 is littered with guys like you who sell out of positions when the market is too high, and buy back when things get cheap and do this over and over again, pay the taxes and end up with billions. I think that at least 100 of the 400 richest Americans have done this drill, right? Yes, at some point qcom will regain its luster and you are now on record as a NEVER vote. I don't know when it will happen: all I know is Qcom under 100 fits my valuation criteria. The more under 100, the more attractive it is. While I wait, maybe for years, hopefully my other 40 or so positions will do well enough to make me some money. Short sighted? Greg, what will Qcom be worth in 10 years? When I held JDSU thru the drop while you pummeled it, I thought in term of what there earnings will be in 5 years. It appears you think in term of minutes.

To: Boplicity who wrote (73822)	6/14/2000 3:13:00 PM
From: Don Edgerton	Read Replies (2) \| Respond to of 152472

And so the market was not lying when the dot coms were selling at 1000 times revenue. The market just hates uncertainty and QCOM has created a lot of it. Sometimes they would be better off not participating in these conferences as the information gets selectively released and often taken out of context. This is unfair. QCOM should ,as should the SEC, insist that such conference participation be web cast or that the presentations be published in total on the web site at the time it begins.

To: Boplicity who wrote (73822)	6/14/2000 5:46:00 PM
From: anandnvi	Respond to of 152472

I see QCOM making string of failed and wrong Investments and false starts, Russia, Next Wave, G, China, holding on the hand set div. too long, it's too soon to say anything about netzero, but I have yet to see any of the FREE ISP make it. Plus where is the fruit MSFT/QCOM collaboration Greg, all this is nothing new. You could have written all this on any of the last several trading days when qcom was on the way up. You choose to post this today when the stock tanked and yet you claim my post...had nothing to do with rubbing it in marginmike is being charitable to you, IMO Anand Edit - bought in at 70.5 at the close - trading shares hoping for a bounce at the open

To: Boplicity who wrote (73822)	6/14/2000 9:07:00 PM
From: Boplicity	Read Replies (1) \| Respond to of 152472

How the Market Lies ---->LOL How timely. The market has endless ways of lying and misleading. The media cooperates fully. For example, today the tech stocks didn?t do anything. A common pattern was the ?inside day.? That is, when today?s high is lower than yesterday?s and today?s low is higher than yesterday?s. This in itself can be a lie. For example, Intel (INTC) was down five points today. But it was an ?inside day.? Therefore, it can?t be looked at as a down day. It is a ?nothing? day. The media, of course, will report it in quite another way. Another lie the market told was to make Alcoa (AA) the day?s best performer among the Dow 30. It was up over six percent. But you see this happened within the context of a tenacious downtrend. And today?s advance was on lighter volume than yesterday?s decline. But the media will see it as a highly significant and reportable fact. They will see it and report it as some kind of a sign that the ?big money? is moving into cyclical stocks. The fact is, put in context, it is an irrelevant and uninterpretable event. Suffice it to say that the market didn?t tell us much today - except for a pack of lies. The above was pen today By Don Worden my pal the master chartist! So cool... the symmetry of it all. hmmmm <g>