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

To: Uncle Frank who wrote (114659)	2/27/2002 4:41:11 PM
From: rkral	Read Replies (2) \| Respond to of 152472

I thought I was being literate and classy Literate? ... probably Classy? ... not this time Disappointed? ... i am Haven't you been a proponent of politeness on this thread in the past?

To: Uncle Frank who wrote (114659)	2/28/2002 12:45:00 PM
From: Stock Farmer	Read Replies (4) \| Respond to of 152472

I'm hardly upset at your choice of derogatory moniker. Such stuff has become an easy way to identify those folks who have an opinion with which you disagree these days. Which is unfortunate, because several years ago you were one of the wise sages of SI, at least in my eyes. When called out, you offer up in defense that it's 'cause you harbor a grudge? Please. If you are sincere in your desire to avoid confrontation, why refer to individuals (even if not by name) in a provocative or derogatory way? Qualcomm is a company at the focal point: a bullish potential wrestling with a bearish perspective in a kind of blurry discontinuity. Those who see which way the balance tips are those who will prosper. Those who do not, well it depends on which side they are standing at the time I guess. We have an opportunity here to inform each other. To help each other prosper. That is not well served in an atmosphere of antagonism and bile and spite. It would be nice if we could keep the discussion to the issues on which millions of disagreements are voted daily in the market. And that depends on keeping our heads and our wits and our wallets. I respect the topic and try to stick to it. And the people here. Even if on some subjects or another I disagree entirely. It would be nice if you would do the same. John

To: Uncle Frank who wrote (114659)	2/28/2002 2:17:34 PM
From: S100	Read Replies (2) \| Respond to of 152472

OK, you crafty old rascal. I know nothing about Harry potter but thought you had an interesting Flame War going and that you had to don your asbestos, err, nomex underwear. Lowering my shields and conducting a quick test indicated that was not the case. If you used references to Monty Python, Dr Who, Electric Kool Aid and other activities in SF in the 60s, I would be more up to speed. Want to compare Ignore lists? PM on the way. Any good SI posts to support you're a$$ comment? May lower shields again. BTW, having followed Warren Buffet for a number of years, I feel that his comment on not understanding tech companies was not understood. He took a course (s) from Ben Graham, one of the authors of "Security Analysis". He prefers the 1934 edition, which is still available at better bookstores along with the current (Fifth) edition. The main point was to buy $1 of assets for 40 cents to provide a margin of safety. He is a good bridge player and one of his partners is a nerd from Seattle, who certainly tech. I think what WB meant was he could not properly evaluate patents, etc. One major item in tech was the integrated circuit OP AMP first designed by Bob Widlar. The 709 and later the 741 OP AMP took off like wildfire but little value accrued to him or his company, since the price dropped from about $40 for one to less than $1 for a package containing 4 in a very short time. Things just change too fast in tech, hard to figure out what tech is really worth and then of course, the stock option question. I think I would prefer stock options vice a big cash bonus. Cash is gone, stock going up is what I want. You will note that Rajala is not on my ignore list, since I find his occasional posts interesting. I am eagerly awaiting the next installment of the story about the "hefty" date and the Pinto. There used to a lot of billboards showing a crystal ball and the words "there is a Ford in your future" neglecting to add that it would be small, slow and somewhat of a ball of fire.