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

To: Wyätt Gwyön who wrote (113181)	2/13/2002 5:01:31 PM
From: Peter J Hudson	Respond to of 152472

Mucho, I knew it was SDLI, but JDSU was acquiring. I did the arb thing with ETEK and won. Those were the days! I'm a bit more conservative now myself. I do think you're a bit tough on the QCOM loyal though. I think QCOM is a value play. It would be a better value at 20, but I don't know if Mr. market will sell for 20. I think QCOM will grow earnings nicely for the next 5 to 7 years. I have invested in QCOM for a long time, and the visibility (don't you love that term) has never been better. I didn't sell at the top nor ride it all the way down, but it is one of the investments that allows me to be more conservative now. If it goes on sale I'll buy some more. I'm confident it won't be a going out of business sale. Pete