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To: marginmike who wrote (85024)	3/24/2001 11:22:09 AM
From: AllansAlias	Respond to of 436258

Nope, not touching that one. Good luck with it though.

To: marginmike who wrote (85024)	3/24/2001 11:24:39 AM
From: yard_man	Read Replies (1) \| Respond to of 436258

play with snakes and scorpions for kicks? <vbg> So many easy ways to make money and you have to mess with that and all the 'real men' on the thread have to mess with the POS ...

To: marginmike who wrote (85024)	3/25/2001 6:27:14 PM
From: chic_hearne	Read Replies (2) \| Respond to of 436258

Fundimentaly, and visability wise there are no better cash cow's then Q. If the air comes out god help anyone long anything. QCOM is a $44B company on $3B in revenues. Shouldn't this be included in where it is at "fundamentally"? From here on out, I would expect QCOM to perform worse the Naz does (not little wiggles here and there, but where they're at in a year or two).

To: marginmike who wrote (85024)	3/25/2001 11:23:11 PM
From: Skeeter Bug	Read Replies (1) \| Respond to of 436258

margin, people can disagree on qcom. it might be good for a trade. slap a little depression in korea and japan, coupled with a steep recession in the us and qcom could easily be in the $20s. why? i'd expect cell phone sales to contract. i'd expect all that 3g crap to be delayed indefinitely. btw, 3g is waaaay over hyped. the internet over a cell phone. please. 1 in 200 people will ever have a real need for that. this is far too much like globalstar for my liking. big BUSTO. i couldn't wait to get rid of my 33k modem and my 15" monitor. now you want me to a 2-3" monitor? hello!?!?!? on the other hand, qcom could do nicely if the inevitable doesn't hit soon. safe? i'd call it high risk / high reward - even now.