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

To: waverider who wrote (81320)	9/23/2000 1:38:32 PM
From: T L Comiskey	Respond to of 152472

Rick...Im still here.........watching from afar...... deversified a bit ....(10 picks instead of 1..). And flattered to know you Still think of me...but truthfully my 2 cents worth about Qcom wasn't worth a nickle ....As to the 'Other Place.'..well ...CDMA for breakfast lunch and dinner left something lacking..... Besides...Some very knowledgeable .(ntap...extr...)..helpful investors and friends hang out there........ Have no fear...Im on the beach.....aviator glasses on.. awaiting the wind "I Shall return......" Stay Well Rick...you too Gang Tim

To: waverider who wrote (81320)	9/23/2000 2:07:56 PM
From: Paul Moerman	Read Replies (2) \| Respond to of 152472

wow, I had no idea your scope of contributions was so far reaching! some of the topics you list look very interesting indeed - looks like I have some catching up to do this weekend! ;-) re buying QCOM now instead of waiting for a better price, my reasoning is as follows: 1. I'll be using some margin, so need to minimize downside volatility risk; 2. I've already been trading QCOM with some success for the past 3 months and think it will continue to provide buying opportunities; 3. I'm nervous as heck about the overall market environment because of (yet) excessively high stock valuations - even QCOM to some extent; 4. My dutch/german heritage and midwest upbringing have instilled a powerful sense of thrift into me (so what if some people call it something else that rhymes with "heap"!); 5. As much as I like QCOM the company, it's management style and technology, there are other sectors of the market that I think have more undervalued stock prices (KLIC, KEM/AVX, NEON for example). Maybe I'm just a closet-contrarian, and more people are starting to like QCOM the stock again than I'm comfortable with? <g> [I'm even going to look again at FMO as a value/turnaround play - sells at about a quarter of its book value and a p/e multiple less than 3!] Best of success to QCOM traders and investors, but not to QCOM shorts. <g>