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

To: Jeff Vayda who wrote (95422)3/8/2001 11:02:08 AM
From: marginmike  Read Replies (1) | Respond to of 152472
 
Jeff I agree that Diamond is a litlle dogmatic, and your strategy for the long haul is what works. However there are to many touts who spew Bullish nonsense on these threads. Why is it all right for them to say things are great, but for DH or a bear to say hey things arnt so great. I am hearing there are inventory problems in 2G CDMA handsets thats why the stock was clobered. I am very reluctent to post it here because I get lambasted that 2g Handsets wont mater cause were rollin out 1xrt etc etc etc. Yet Inventory levels DO MATTER and when those phones get sold on sale ASP's get reduced and new orders get pushed back. Thats reality. At 50 I think Q is a good buy, but there are landmines out there and some should start realizing that even GREAT stocks cant overcome a saging economy.

Regards as always! MM



To: Jeff Vayda who wrote (95422)3/8/2001 6:56:53 PM
From: waverider  Respond to of 152472
 
I said the same thing to vegasman...a year ago.

Where will it end of it, the soundless wailing,
The silent withering of autumn flowers
Dropping their petals and remaining motionless;
Where is there an end to the drifting wreckage,
The preayer of the bone on the beach, the unprayable
Prayer at the calamituous annunciation?

-T.S. Eliot


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