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

To: Uncle Frank who wrote (96480)	3/30/2001 3:19:47 PM
From: Keith Feral	Respond to of 152472

The real risk is buying bonds with new money. Who the hell wants a 4.75% 10 yr. bond? The asset allocation model is shifting back to stocks.

To: Uncle Frank who wrote (96480)	3/30/2001 8:33:55 PM
From: SGJ	Read Replies (4) \| Respond to of 152472

I dont think CPN is that risky right now. By the way I would like to ask something about QCOM that really is bothering me. Where is the money going to come from? We hoot and holler about the China rollout. Shouldnt we ask where the money is going to come from to finance it? Who is going to loan them the money? Will they be able to raise it in an offering? Do they have that much in a cash account right now? Im looking beyond the hype now and focusing on who is going to be buying, how they will finance it, and will thier checks clear. The same question needs to be asked of Sprint and Verizon. For the Euro telecoms that may be switching to CDMA overlays, this question needs to be answered. How is a debt burdened, over inventoried, over regulated industry going to get the cash to buy equipment for QCOM to earn royalties?

To: Uncle Frank who wrote (96480)	3/30/2001 11:28:52 PM
From: waverider	Respond to of 152472

Very difficult indeed...however there are winners out there...it just takes a little time to find them. Despite all the lather over QCOM there has been one company that has continued to blow away any tech returns and retains a technically reasonable chart. Not that I would buy it now, but it is a good illustration about how much wasted time has been spent whinning about all the bad guys trashing CDMA. Check out this chart Frank: finance.yahoo.com The point is...there is another world out there besides tech in general and QCOM in particular. Instead of complaining about how the world just doesn't understand, it might be prudent to stop fighting the market. <H>