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

To: dan_oz who wrote (78080)	7/29/2000 2:44:50 AM
From: limtex	Read Replies (1) \| Respond to of 152472

do - sadly i agree. looks very much like anything high profile with a p/e over 60/70 is going to get slammed back no matter how well it does if the qcom or sndk experience is to be repeated. jdsu is great and sdli too but what chance do they stand at the beginning of the annual summer slump if in a couple of days they get hit like they have been where will they be at the end of August? best regards, L

To: dan_oz who wrote (78080)	7/29/2000 9:24:44 PM
From: Boplicity	Read Replies (1) \| Respond to of 152472

re: since last year's runup, the outlook for Q has not changed, the only thing that has changed is the markets perception of the Q and a decrease in clarity. I agree with the first part of that, but the last I do not. Rather then a decrease in clarity there has been an increase in the clarity, I wouldn't call it that by the way, I would say, the story is better known. The best time to buy a stock is when the story is large but not fully developed and known. If the story is know, then it should be priced in. QCOM story is still very large but has been delayed because of the lack of firm spec for WCDMA and the market has a better handle on the roll out for 3G which is year or more away. The market fully realize that QCOM will not be getting large of sum of money till 2002, in fact, I mention this to someone else last week, the is real chance that QCOM will see a decrease in royalty stream due to consumers waiting for the next big thing. The NOK plunge should serve as an example of what I mean. Greg