Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: Jacob Snyder who wrote (78052)	7/28/2000 6:47:44 PM
From: 2MAR$	Read Replies (1) \| Respond to of 152472

ADVISORY/QUALCOMM Announces New Joint Venture SAN DIEGO--(BUSINESS WIRE)-- Wonder whats up here? I want my HS wireless now ! biz.yahoo.com WHAT: QUALCOMM to host news conference to unveil new joint venture WHEN: Monday, July 31, 2000, 11:15 a.m. (EDT) WHO: Dr. Irwin Mark Jacobs, chairman and CEO, QUALCOMM Dr. Paul E. Jacobs, executive vice president and next president of QUALCOMM Strategic partners LIVE SATELLITE FEED: In U.S.: SBS 6, tr. 5 Ku-Band Dwnlk Freq: 11591.5 mHz V Outside U.S.: Intelsat K H7 Lower Dwnlk Freq: 11591.5 mHz V LIVE ONE-WAY AUDIO FEED: In U.S.: 1-800-559-9370, passcode: 2617641 Outside U.S.: 1-847-619-6368, passcode: 2617641 LIVE WEBCAST: qualcomm.com To view the webcast, you will need Real Player (available for free at www.real.com) or Windows Media Player software. CONTACTS: Christine Trimble Ph: 1-858-651-3628 Email: ctrimble@qualcomm.com Diana Baldwin Ph: 1-858-651-4239 Email: dbaldwin@qualcomm.com --------------------------------------------------------------------------------

To: Jacob Snyder who wrote (78052)	7/28/2000 7:28:45 PM
From: Uncle Frank	Read Replies (1) \| Respond to of 152472

>> I would define "strong hands" as investors with realistic expectations, who will hold their positions when Mr. Market hates the stock, as long as the fundamentals remain intact. I'd agree with that definition, except each of has their own standard of "reasonable". I am a short termer, since I just bought qcom in April '99. I am not dismayed by today's price of 62 7/16 since it represents a 255% return in 16 months. But my idea of a reasonable price for qcom + spinco is >150 in the next 6 months. Does that make me a weak hand? Do you get to make that call? uf

To: Jacob Snyder who wrote (78052)	7/29/2000 12:04:03 PM
From: JGoren	Read Replies (1) \| Respond to of 152472

long since Feb. 1995. Guess I am strong hands. The problem with your EPS scenario is that it is too static and doesn't take into account a lot of new devices that will be coming online. Plus, the spinoff will cause an increase in PE, at least for Qualcomm. Unlike you, I don't trade to save a few bucks. Since I have a very long term view, five bucks or so doesn't mean a hill of beans in the long run. Plus, I admit I am a terrible market timer.