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

To: Skeeter Bug who wrote (95104)	3/2/2001 1:08:32 PM
From: surfbaron	Read Replies (1) \| Respond to of 152472

Skeeter: Interesting view yours, excess inventory. I was under the impression most businesses in all industries had wringed all the excess and fat out of their operations through JIT, ERP, CRM, Routers, Hubs, NEtworks blah, blah, blah... So if we have excess inventory I would say we have a demand problem not a supply problem. We should have been able to weather a downturn of demand. I would bet thats Green Eggs & Hams view and he is going to wait till he sees the whites of the zero demand eyes before he acts decisively.

To: Skeeter Bug who wrote (95104)	3/2/2001 1:30:38 PM
From: puzzlecraft	Read Replies (2) \| Respond to of 152472

I'd put a no EPS growth company at a PE between 6 and 12 varying by interest rates. MSFT has already fallen from 115 to 57 7/8, like I said most of the bubble is "in". Re: dot bombs equipment for sale, no big thing in the long run, technology continues to evolve anyway. What about the millions of IBM PC's, XT's, AT's out there? - land fill now. As to the largest bubble in "history".... major... but not a zero instrinsic value thing like the Tulip Mania. The internet infrastructure is real and IT is still growing. I recall when the Dow dropped 22% in a single day in 1987, people were saying this was the worst in history and the technical crowd was chortling at how well the chart overlapped the 1929 crash and predicted all kinds of gloom and doom on TV, newspapers, etc. - turned out to be just a minor bump.

To: Skeeter Bug who wrote (95104)	3/2/2001 1:48:30 PM
From: marginmike	Read Replies (3) \| Respond to of 152472

SKeeter the question is when is it priced in? Also MSFT has 30 Billion in cash to buy growth a t a discount when stocks get anhilated. I still think time needs to elapse for earnings visability to become cleerer. The real economy aint as bad as some believe, whille tech is a mess. Which area falls towerds the others? Inv correction, or massive recesion??? NOBODY KNOWS, thats the problem. In this market you trade them on sentiment and wait for the market to break one way or the other.