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

To: Teresa Lo who wrote (82696)	10/8/2000 2:23:30 PM
From: waverider	Read Replies (2) \| Respond to of 152472

Teresa, just curious...do your models have any prediction reliability in terms of future price movement. Would be interesting to see how accurate they could be. Rick

To: Teresa Lo who wrote (82696)	10/8/2000 5:50:27 PM
From: Ibexx	Read Replies (1) \| Respond to of 152472

IS, A great deal of fundamental information on CDMA/Qualcomm can be found in the earlier posts of this thread, as well as the Moderated Qualcomm thread for newer developments. A short cut to the core would be through Gregg Powers' postings which were among the most informative and insightful. As to the sequence of events leading to fundamental investing in Q, everyone has his/her own time table. I began to build a Q position in 97/98, which was a lot later than some of the early pioneers, but still way ahead of the market times and MoMo players. Just to illustrate a point, my average cost for Q* is $5-8 or under, split adjusted, thus I am still 10-15x ahead of the game on this one. It's the CSCO, INTC, TXN, JDSU etc. part of my portfolio that stimulated my gastric secretion. Regards, Ibexx

To: Teresa Lo who wrote (82696)	10/8/2000 6:53:49 PM
From: Jill	Read Replies (1) \| Respond to of 152472

Teresa, most investors probably don't know "why" they invested in QCOM, except that it was going up! :-) Those who know why, probably regard the CDMA chip as a discontinuous innovation with potential gorilla status in an expanding wireless market. Even so if you look at its amazing run, then precipitous fall from 200 to about 60 and now back up to around 80...mostly it was based on psychology. And still is again I think. It's kind of fascinating, nothing has really changed, but people are starting to get back into it. Unlike Dell, forever punished, it seems.