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To: Voltaire who wrote (22613)	6/15/2000 4:34:00 PM
From: Boplicity	Read Replies (1) \| Respond to of 35685

Unfortunately 60 to 50 is one days drop as of lately. With all the vol. today we got could of seen a blow to the bottom, so you could be right. I'm beginning get more and more bullish as the stock drops with all the negative news coming out to reinforcing my bullishness. Someone reading that last sentence might be a bit confused, but the thinking goes like this, with all the bad news that has been coming out, what more could happen? One has to remember the following. Sure QCOM will not be getting the Hugh rev. everyone thought last year or as fast, but by god they will be getting a very large amount. Like I said before, 100 is doable this year and 60 to 100 is one great buy in my book. Anyone thinking long term should be buying, for me it's part of the fun of the game to hit the buy right at or near the bottom so I'll wait. Greg

To: Voltaire who wrote (22613)	6/15/2000 8:33:00 PM
From: Clappy	Read Replies (4) \| Respond to of 35685

To All My Porcher Friends, Have a wonderful weekend. I wish I could have been there with you all. Perhaps, next time. I wish you the best. You'll be in my thoughts this weekend. I love you all! -Clappy <Clappy shuts off his 'puter and sadly walks upstairs and clicks on the T.V.> <As usual, nothing really entertaining is on. At least nothing as entertaining as the good folk who post on this wonderful porch...> <He cracks open a can of Bud, raises it in the air and toasts to his friends in Atlanta...> -ClapOff

To: Voltaire who wrote (22613)	6/15/2000 11:26:00 PM
From: Percival 917	Respond to of 35685

Hey V-Man, I just borrowed the following from the G&K thread and was wondering what you thought. Joel A negative but realistic Q thought from Street.com JohnG Qualcomm: Beware Summer?s End Kenneth A. Toudouze, CFA Jun 15 2000 Qualcomm [QCOM] has been beat up in the markets recently because of its Korea and China problems, and those of you who bought the stock within the past six months are probably not feeling too great about your decision right now. And it could get worse. Keep the date Sept. 30 in mind. Sept. 30 is the day Qualcomm ends its fiscal year, but, interestingly enough, it is also the fiscal year-end for most mutual funds. The connection? Mutual funds sell their losers for tax-loss reasons at the end of the summer. Poor portfolio performance (which is the norm so far for 2000) is exacerbated when you send your clients a big tax bill for capital gains. No mutual fund wants this to happen. So they sell the biggest losers they own to match up gains and losses and achieve a neutral capital gain position. Who fits into this losing position? Several B2C and B2B dot.coms? and Qualcomm. It is widely owned and easily traded, making it an easy target for tax loss sale. We are still a couple of months away from this type of crazy market action, but if things do not improve for the stock, there will be a compelling reason to get out at the end of the summer.