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

To: Jacob Snyder who wrote (75820)	7/7/2000 11:50:19 PM
From: gc	Read Replies (1) \| Respond to of 152472

20 - 30% in next two weeks? Too much, too early, IMO.

To: Jacob Snyder who wrote (75820)	7/8/2000 1:22:48 AM
From: 16yearcycle	Respond to of 152472

"I intend to put 20-30% of my portfolio into QCOM, sometime in the next 3 weeks." Cool, Jacob. And I hope you hold it and that it does very well. I don't think we have led you down the garden path, but i have to say that this is one amazing ride many of us are on. I myself wouldn't do much different. It has gotten to the point that it reminds me a lot of the AMAT roller coaster I was on, from what is now 5 to 30 to 10.5 to 80 or so. If you bought at 25 or so on the way down after the first run you suffered for 15 months without recovery with huge % losses. 1 year later, however, 300% net returns were achieved. I really belive that qcom purchases even up to 100, will give exceptional returns over many years.

To: Jacob Snyder who wrote (75820)	7/8/2000 9:20:13 AM
From: Claude	Read Replies (1) \| Respond to of 152472

I'm also in the camp that QCOM can make a go of W-CDMA. The problem though is that they no longer sell the equipment and most QCOM licensees are focused on CDMA2000 - except for Ericson. I wish we could fast forward and see where Ericsonn gets its WCDMA chips. Does anyone know if they are trying to develop their own like NOK? For now Q is still fighting the standards battle and cannot give in to WCDMA too soon. I think China is the BIG one - if it goes CDMA2000 then we're laughing - US and China, DDI in Japan, Korea? and S. America. Seems enough. I'd still like Q and its licensees to come out swinging on the WCDMA front whatever happens. The day a Q licensee like Samsung (or Ericsonn if it has to be) gets a fat WCDMA contract in Europe selling equip. using Q chips I will be enjoying a good cigar! I'm also looking for the bottom and will increase my position as much as possible. Good luck to all longs. Claude (rhymes with TOAD)