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

To: Yogizuna who wrote (81725)	9/28/2000 10:18:37 AM
From: Keith Feral	Read Replies (2) \| Respond to of 152472

I would say the selloff in the telecom sector has reached a climax bottom. The capitulation in stocks like PCS, WCOM, VZ, VOD have all reached climax bottoms. The realization that weakness in the telecom service companies may effect capital budgets for next year is decimating companies like MSFT, INTC, DELL. Although I think CSCO still needs to get to a 52 week low, there are some good trades setting up. I liked Lehman's call on PCS for a move back to $65.

To: Yogizuna who wrote (81725)	9/28/2000 10:42:42 AM
From: engineer	Read Replies (1) \| Respond to of 152472

What chart is that? My MONTHLY chart shows that Qualcomm is UP 16 points. Just where did you see a bottom? Perhaps like Sept 5th or 6th? Looks like you missed the bottom and are now chasing the pack. We do have a flat spot on top right now, but bottom for the month? No way. Not sure the seasonal correction is done yet. Not yet Oct 31st and the fund managers and MM have not finished with their year end tax loss selling. I would look for Nov 6th to hold some good info on Q. I expect that they will announce supply contracts with China on ASICS at some point. 1x chipsets have to be shipping now. I agree that Q has not participated in the fiscal year end correction syndrome. Don't think it will.

To: Yogizuna who wrote (81725)	9/28/2000 10:54:26 AM
From: HairBall	Read Replies (1) \| Respond to of 152472

Yogi: No offense meant, but it does not take a pro chart reader to see QCOM put in a bottom in the month of JULY as expected I might add...<g> Regards, LG

To: Yogizuna who wrote (81725)	9/28/2000 10:55:10 AM
From: marketing1	Read Replies (1) \| Respond to of 152472

Thread: What is the effect of “ end of quarter window dressing” on the Q this week? Might be a little soon for a fund manager who dumped his Q holdings by the 2nd quarter to rebuy for the 3rd quarter. Although it certainly does not appear that they are selling. Although, the selling is over, perhaps it is too soon for the fund managers to rebuy now. Monday starts the 4th quarter. Also we have end of year (oct31) selling of loosers to offset taxable gains for many funds. I read somewhere in early summer that both Q and Yhoo would probably be targeted by fund managers for selling Sept./Oct due to the large losses of both. But I don’t see that happening. Considering these 2 factors, and the general negativity in the stock market, Q seems to be holding up pretty well right now. Maybe some folks are watching on the sidelines, not quite ready to commit to buy until a definitive earnings related action takes place. There are several such actions pending. Maybe some more conservative folks need to wait more because their “buy” trigger is pushed only when earnings acceleration resumes, which might not happen until Jan 2001. Maybe, there exists only a relatively few fortunate investors who are unconstrained enough at this time to be able to buy now. These are the folks who see that the bottom is "in", and the top is far up that it is nearly impossible to define. Sentiment is clearly changing for QCOM. It’s only a matter of Time. Regards, Marketing PS It’s a beautiful autumn day here after 5 full days of rain. I think I’ll go play golf.