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

To: limtex who wrote (110329)	1/7/2002 12:24:36 AM
From: The Verve	Respond to of 152472

The dream is still there but the reality of it is this...it won't come into fruition until 2004/2005 when WCDMA networks get cooking. In the meantime, what's the catalyst to get things really moving in 2002/2003? It's not existing CDMA network growth. Q's glory years will probably start in 2005 and end somewhere in 2015. jmho.

To: limtex who wrote (110329)	1/7/2002 8:36:11 AM
From: Keith Feral	Read Replies (2) \| Respond to of 152472

Limtex - based on what? Check out the BS co's like CSCO & SUNW - they are supporting valuations much higher than QCOM with absolutely no EPS momentum. You have to realted QCOM's valuation relative to other companies. Based on the fact the company lost money last year & will make money this year, the stock looks very attractive. Compare this to companies like CSCO which lost money last year & may break even this year (or a couple pennies per quarter). The bear market might not be ready to turn to a bull market but there is a real consensus the worst is behind us. If you want to wet your pants every day about the valuation, whey don't you find another forum. If you are that worried about QCOM taking a dip, sell your stock and reduce your exposure.

To: limtex who wrote (110329)	1/7/2002 7:04:02 PM
From: marginmike	Read Replies (1) \| Respond to of 152472

like I said buy it at 45 grab your balls, stop being a scared girl. We are completing a reverse H&S IMHO It seems that many here should sell when they get to exuberent and buy when they get desperate. The whole tech market is in a trading range, and will be for years. Qcom has a pretty defined range and should have good suport in low 40's. Qcom's biz is fine, and if you are bullish(I am not) then Qcom is one hell of a bargain next to almost any other chip maker. I cant fiund one with a PE below 60. Qcom is now arround 40-50. These companies dont have IPR's built in either, or monopoly. So let the morons buy INTC, its a really great buy-g- and PC's are a dynamic growing biz. I am not saying anyone should buy Qcom but if you are a BULL this is a buying opp. If your a bear(mucho) just ignore this. I will buy Qcom for a trade, cause I am still not LT bullish on anything, then again I am a stoopit bear-g- However I think all these smelly stocks are at Mania levels again. This time when Humpty falls they wont be able to put him together again.