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

To: waverider who wrote (77919)	7/26/2000 3:45:46 PM
From: marginmike	Read Replies (2) \| Respond to of 152472

I think we are consolidating and whille the broader market corrects we will tred water. I would also be concerned about a Qcom preannouncement if Korea doesnt get turned arround. All the good long term stuff wont change the short term reality. In any case buy the 50DMA break with a tight stop, or buy now and stop at 30DMA. The Nasdaq is about to be put to sleep in the next month. The fact of slowing earnings, higher inflation, and a weaker dollar(inevitible) means something will have to give. The fact that stocks are still in the stratosphere doesnt bode well for what the result will be. I hope I am wrong, but Naz needs a 20-30% haircut before the next bull run begins again. IMHO

To: waverider who wrote (77919)	7/26/2000 4:00:33 PM
From: waverider	Respond to of 152472

>>>>(2) Eliminates Customer/Licensee Conflicts. As both a licensor and ASIC supplier, QCOM's two businesses are also in conflict. As more independent entities, this potential conflict is reduced. Customers can go to Spinco for chips and to Qualcomm for royalties.<<<< Why would people want to go to Qualcomm for royalties? Hmm...poorly worded, but I must admit this story is beginning to confuse me. Rick