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

To: Jacob Snyder who wrote (80761)	9/19/2000 3:07:45 PM
From: marginmike	Read Replies (2) \| Respond to of 152472

Hate to say I told you so :) Bulls and bears make money PIGS get slaughtered

To: Jacob Snyder who wrote (80761)	9/19/2000 3:25:23 PM
From: Uncle Frank	Read Replies (1) \| Respond to of 152472

>> I'll either catch the bottom, or look elsewhere. And, who knows, maybe I'll get another chance (although it doesn't look like it at the moment). I respect your candid self appraisal, Jacob. I think that's an admirable process that you probably learned in med school, as I've seen it in other docs. But I have to disagree with you on two points: >> I haven't lost anything other than opportunity You haven't lost the opportunity at all. Folks said the same thing about Cisco in 1992 when they missed the run from a split adjusted .75 to .85. If you consider the long term potential for returns from Q, the move in last few days is trivial - mouse nuts. >> I'll either catch the bottom, or look elsewhere. There are probably only a handful of young enabling Gorillas in the investing universe. We've put in about 100 man years hunting for them on the G&K thread, and Qualcomm's the only one we've come up with so far. Don't let pride keep you from capitalizing on a unique investing opportunity with a very low risk and immense potential for reward. unQ

To: Jacob Snyder who wrote (80761)	9/19/2000 4:18:36 PM
From: Maurice Winn	Read Replies (3) \| Respond to of 152472

Jacob, I'd just like to point out that Jon Koplik [and others] told us that they bought Q! shares at $120 which they thought was a big bargain. There is an even better bargain staring you in the face now. When Q! is $1000 a share you might think maybe I wasn't totally off my rocker. I've carefully explained why it's worth that. If you can't find fault with the reasoning, then if the shoe fits...wear it. If China doesn't do another 'shorting statement' about 'we were just investigating CDMA to ensure the Senate vote on PNTR' and they actually DO buy CDMA, then things could improve [for Q!]. If I was the boss of China, I'd be very tempted to make a VERY big shorting statement and make a lot on the drop. They could always reconsider CDMA in October. Yanking the deals away again might get Q! and the Korean suppliers to offer better deals. PNTR is in the bag now, so why marry CDMA without a big dowry from Q! and relatives? Until the equipment sells in China and the money is paid, expect volatility. Mqurice