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

To: carranza2 who wrote (97566)4/17/2001 12:50:30 PM
From: marginmike  Read Replies (1) | Respond to of 152472
 
Also earnings guidence is falling faster then stock prices, which means despite huge move down, we have litlle valuation improvement. The only cure is much lower prices or better guidence. My hope is for the latter. The fact is I am not guessing here. In the low 40's id buy some Qcom calls and take a shot.



To: carranza2 who wrote (97566)4/18/2001 4:24:33 AM
From: JGoren  Respond to of 152472
 
you make good point re gas prices; so far the consumer hasn't slowed spending, but shock to gas prices in the last week will be imho tremendous. dallas, it's up 15 cents; it was up 10 cents right before the weekend and another 5 cents yesterday; layoffs from NOK were small, but TXN announcement will make our locals think. on the other hand, the manager of my local clothing store reported very strong sales during the past month


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