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To: im a survivor who wrote (3994)	10/5/2001 12:07:08 PM
From: stockman_scott	Read Replies (3) \| Respond to of 13815

QCOM's a dog with fleas... There are too many issues for the market to get comfortable with it right now....Stay away from it...I would cut losses and move on. The company is dependent on the upgrade to 3G which is delayed big time....Nextel has not gone with QCOM and is closely alligned with MOT. QCOM has been selling off when the Naz has been rebounding -- a VERY BAD SIGN. It's not a momentum stock and IMO a number of the Growth Funds cut positions way back and some got out of it alltogether. I see a lot more upside with stocks like JNPR or QLGC....Good luck with your decisions. The recs above are just my views...IF you are patient QCOM may eventually come back. I wouldn't wait that long...=) Regards, Scott

To: im a survivor who wrote (3994)	10/5/2001 1:43:45 PM
From: stockman_scott	Respond to of 13815

IBM Gives Software The Hard Sell Friday October 5, 12:05 pm Eastern Time Forbes.com By Lisa DiCarlo IBM today signed its seventieth software partnership, part of a two-year-old initiative that has already added nearly $2 billion to its top line. IBM said it has partnered with Invensys , a British company that makes software for manufacturing automation. Invensys has made a commitment to sell a high percentage of its products on IBM's platform, which includes its database, servers and middleware. In return, Invensys can leverage IBM's sales force and marketing to sell its software in all corners of the world, gaining access to larger-sized customers that otherwise might have been out of the company's reach. For IBM, these partnerships are a way to steal market share from Oracle , BEA , Sun Microsystems and others. IBM has already been working with best-of-breed software companies, including SAP , Siebel and PeopleSoft --once tight partners with IBM's competitors. For example, a few years ago Siebel was a close partner of Oracle's. Only 2% to 3% of Siebel's customer relationship management software was sold on IBM's platform. Today that figure is about 35%, IBM says. "When we started the program we weren't sure if leading software vendors would be willing to make the commitments for such high market share targets," says Bob Timpson, general manager for developer relations at IBM. Several years ago, IBM actually had been in the enterprise application business, spending billions to develop and sell software. But it was an unsuccessful business, since customers preferred to buy best-of-breed software from more specialized companies. So IBM got out of the applications business and took a partner-based approach. The deals have yielded $1.75 billion in incremental revenue for IBM's database, middleware, servers and services--$1 billion of that in the first six months of this year. Timpson says IBM has also partnered with dozens of smaller niche players for less aggressive commitments. He also says there are still a few larger players that it wants to do deals with. Who'd have thought five years ago that IBM, which has forever taken a soup-to-nuts approach to technology, would succeed at being a friendly partner? This is obviously not your father's IBM.

To: im a survivor who wrote (3994)	10/5/2001 4:57:55 PM
From: Jacob Snyder	Read Replies (1) \| Respond to of 13815

re: into free fall mode like everything else This is fear speaking, from another wavering Believer. I Believe in almost nothing, and I get bullish once the Believers get doubts.

To: im a survivor who wrote (3994)	10/6/2001 12:13:04 AM
From: mishedlo	Read Replies (1) \| Respond to of 13815

QCOM will fall like all the rest of them. Let's take a look. QCOM and MSFT falling and total garbage rallies. Of course they can buy a lot of crap at $4-$15 for garbage QCOM unloaded at 45-60. Now all they have to do is runup QCOM on light volume and do it again. Furthermore QCOM and MSFT rally will prop back up the index lettineg them unload the crap they just pushed up 100% that is headed for the big ZERO. EBAY QCOM MSFT VRSN all headed for single digits or high teens. MSFT because of huge cash will probably stall in the 30's. Since there was no more money to be made selling JNPR at 10 they had to rally it. Since there is money and suckers willing to buy VRSN and EBAY at these prices that is where money comes to rally the crap. The bottom will be in when QCOM gets to the teens, MSFT at 30, IBM at 40-50 and PEOPLE ARE TOTALLY DISGUSTED WITH THE IDEA OF CATCHING THE BOTTOM. M