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

To: Wyätt Gwyön who wrote (121253)7/3/2002 9:23:07 AM
From: marginmike  Read Replies (1) | Respond to of 152472
 
MM I only short retail and housing now. I stoped shorting tech(except IBM) a whille ago. Whats amazing is that there are retailers with higher pe's then Qcom. Retail is the worst business to be in, and the multiples should be 1/2 of any normal biz. I wouldnt pay more then 10-15Pe for the best small upstart super growth Retailer. I shorted RTH at 99 and FNM at 83



To: Wyätt Gwyön who wrote (121253)7/3/2002 9:25:24 AM
From: marginmike  Respond to of 152472
 
I believe if people really believe in a moderate recovery the best play is to buy comodities, or comodity companies(ie alcoa XOM)


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