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

To: Keith Feral who wrote (111401)	1/23/2002 10:31:46 AM
From: limtex	Read Replies (2) \| Respond to of 152472

KF - As it happens under the new system I don't like up fron licensing fees since the are subject ot qulaity criticism and then not taken into account by analysts next qtr. I prefer a good growing stream of roylaties that the ANALysts can't find anything to bellyache about. Doesn't really matter about announcement this qtr anyway. Seems to me that whatever companies come out with it is sell on th news and get the hell out of stocks since they are on thier merry way south for the umpteenth time,each time taking a few more casualties with it. I wouldn't be surpised to see Mucho proven right in the next few days. Seems to me that a rough rule of thumb is that sooner or later most of the big growth stocks that rose so high during the boom very often end up if they survived around 10% to 20% of their all time high. Some have taken a little longer to get there than others. The big qtr is not this one it is the Sept qtr and to a lesser extent the June qtr. That may be one reason why people are getting out now rather than have to go through the same grief twice more till we know for a fact that Q deserves a P/E over 30. Best, L