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

To: marginmike who wrote (75731)	7/7/2000 5:07:21 PM
From: jmac	Read Replies (1) \| Respond to of 152472

I am glad you GUARENTEE it. And, no, i wasn't in this stock when it went through trying times before. However, i don't think during those trying times, the stock slid by 66% or more. It may not have gone up but it didn't collapse. This FUD is more intense than any i have ever seen before. It lends me to wonder if it is FUD. I guess only time will tell. it is simply too late for those of us who had this stock when it was 170+ to sell now. I'd be happy with a wash for 2000. That would bring QCOM back to the mid 100's. I DOUBT it!

To: marginmike who wrote (75731)	7/7/2000 7:48:31 PM
From: saukriver	Respond to of 152472

Nomination for Cool Post of the Week: Message 14010921 My thanks to marginmike, A.L. Reagan and others for explaining the historical hurdles and present day hurdles and opportunities. saukriver

To: marginmike who wrote (75731)	7/7/2000 8:54:26 PM
From: Douglas W. DeVries	Respond to of 152472

marginmike: I haven't posted much lately, but I wanted to thank you for your cut to the chase post. We're looking at a huge market here and the battles will be fierce. Thank you, Mike for helping me to keep my eye on the ball. I bought some more Q today in line with your reasoning and I'm thinking about selling my BRCM which is currently experiencing its own S&P 500 feeding frenzy and using the proceeds for more Q capital. I agree with you, Mike. I think we are witnessing another golden opportunity here. FWIW, I picked up a copy of Geoffrey Moore's latest book today titled "Living on the Fault Line, Managing for Shareholder Value in the Age of the Internet." I couldn't resist. The first thing I did when I picked up the book was to check if Mr. Moore had anything to say about Q. There was a single mention, and I think it is very appropriate to note in light of Q's recent price action. I quote Mr. Moore: "And then there is the super grand prize bonanza of tornado market development to which we have already alluded, namely, gaining value-chain power over the other vendors in the value chain. As noted, this occurs when a single vendor has monopoly control of a crucial element in the value chain, the way Microsoft and Intel each do for the personal computer, the way Cisco does for the Internet, THE WAY QUALCOMM APPEARS TO DO FOR THE FUTURE OF WIRELESS TELEPHONY. In such cases, as the market tornado unfolds, the standard whole product that forms around the killer app incorporates a piece of your proprietary technology. Going forward, for the value-chain offering as a whole to evolve, it must take your technology along with it-AND THERE IS NO SUBSTITUTE FOR IT. This makes everyone in the chain dependent upon you, which in turn allows you to orchestrate the behavior of the rest of the chain." This paragraph says it all. The proponents of GSM and W-CDMA have managed to masterfully sow seeds of doubt in the short term, irrespective of the true long-term significance of Qualcomm's proprietary technology to the future of wireless. Doubt creates opportunity. Either you believe Q has the goods or you don't. Have a great night everyone. Hang in there. Doug

To: marginmike who wrote (75731)	7/8/2000 1:05:54 AM
From: DWB	Read Replies (2) \| Respond to of 152472

MM, 100% correct and right on the nose. Waaaaaay too many people seem to be in a day-by-day or tick-by-tick mode with this stock... but it doesn't work that way. One of the best ways to find the most valuable stocks is to follow the money. By that, I mean if people will just look at the unbelievable amount of cash that is going to be involved in wireless in the next 5 years, it's totally understandable that each and every company involved is going to say or do whatever they can to get a piece of the action. In Korea's current situation, they're trying to jawbone down the royalty rates from Q. Are people so shortsighted that they don't recognize the comparisons between this and what DDI and Unicom did? This too shall pass, but unfortunately, most of the people that were so happy to watch the stock rise last year, won't have been able to hang on through the lower half of the parabola... which is a shame. This company is going to make so much money in the next few years, they'll be twice as mad having ridden it down only to sell at the bottom... DWB Q2.5K/Y2K+5