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To: SusieQ1065 who wrote (66554)	8/10/2002 11:22:02 AM
From: DebtBomb	Respond to of 208838

Barron's tech buys and sells Posted by: KyrosL In reply to: None Date:8/10/2002 9:13:50 AM Post #of 13905 Barron's tech buys and sells BUYS MSFT Owns PC franchise, lots of cash, should take enterprise software share. IBM Good moves to boost services, cut hardware. PwC was smart deal. CSCO Last man standing in telecom gear. Leveraging strong balance sheet. DELL Dominates PCs - still taking share. Moving into servers, printers. ORCL Still dominant in databases; seeing rebound after long slide in apps. HPQ What a mess. Cheap on the numbers. But beware Dell in printers. TSM One of our favorites. Best player in an increasingly important business. FDC What bubble? Steady grower. Once a place to hide; now a good hedge. SAP Patience needed, but ERP giant will survive and thrive in rebound. STM Under-followed Swiss chipmaker. More consumer than PC exposure. EDS Concerns on Worldcom exposure, accounting, made stock a bargain. SELLS INTC PC growth will disappoint; limited success in communications chips. NOK Wireless market still weakening. Need a color phone? Didn't think so. TXN Turnaround emerging. But pricey. And wireless exposure is worrisome. MOT Serial turnaround story. Gaining cellular share. But we're not convinced. AMAT The premier chip equipment maker. Fine company. But still too pricey. QCOM No handsets; CDMA chips, royalties. If you must own cellular, pick this. EMC Adds software arm to regain dominance in storage. But still high-priced. SUNW The dot in dot-bomb. Server price war eroding margin. Must cut costs. MU DRAM king too tied to weak PC market, spot pricing. A trading stock. investorshub.com

To: SusieQ1065 who wrote (66554)	8/10/2002 12:37:10 PM
From: SirRealist	Read Replies (1) \| Respond to of 208838

>>Montgomery's Rezaee says he'd be a buyer of Qualcomm shares "once the dust settles." << One wonders when that might be. After all, between 10/1/98 and 6/15/99, I can find the bottom-most around 4.7, and some measure of support (dip bottoms) at 6.15, 7.1, 7.85, 9.5, 15.4, 21.5, and 22.65. (The strongest of these are at 21.5, 15.4, 7.1 and 4.7) Then there's gaps that, to fill, might see us at 5.95, 6.15, 6.45, 7.4, 8.1, 9.35, a big one at 10.9, 14.65, and another REALLY BIG one at 17.58 (through 21!). Below that you gotta go to 10/96 for 4.4 support, to 4/96 for 3.79 support (and gaps at 3.83, 4.11, 4.55), to April/June 95 for support at 3.0 (and gaps at 3.06 and 3.5), to Sept 94/Jan 95 for support at 2.53 and 2.8 (and a gap at 2.77), to Aug 94 for support at 2.18 (and a gap at 2.34), to Jan/Mar 92 for support at 1.40 and 1.78, and finally to Sept 91 for support at .78 (and a gap at .86). This assumes, of course, that there's validity in the old saw "ALL GAPS MUST FILL" and suggests QCOM will go to .78-.86 someday to settle its dust (I'm sure, to the chagrin of its diehard QCOMmunists). But if we're looking only for nearterm probabilities that the author probably means, 21.5 and 15.4 are the strongest supports within range of where QCOM sits today that we may face this qtr. The next real risk it faces is at 15.4 because a support break there takes it to 9.5 for its next strong support. For those who like to play QCOM, you might want to save these numbers to save yourself work (and grief) later, because, under Gap Fill Theory 101, it sure has a long, long way down to go before the dust is settled.

To: SusieQ1065 who wrote (66554)	8/10/2002 2:53:10 PM
From: Rainy_Day_Woman	Read Replies (3) \| Respond to of 208838

the cellular business is simply in growing pains 2 years ago not that many people had cell, today almost EVERYONE does many people are using cellular for all their long distance calling and this is just the USA think global it's damn easier to set up wireless than lay lines

To: SusieQ1065 who wrote (66554)	8/11/2002 12:57:15 AM
From: LTK007	Respond to of 208838

What to Buy. What to Sell. The harsh sell-off in tech stocks has created some bargains, but investors need to be choosy. Several hard-hit techs still seem vulnerable to a further slide. Below, our buy and sell recommendations on the 20 largest tech stocks. Company Symbol Rating Recent Price* Year-End Price Market Value (billions) Net Cash/ Investments Per Share Fiscal Year Earnings Per/Share '02 Est. P/E '02 Earnings Per/Share '03 P/E '03 Microsoft MSFT Buy $47.09 $68.90 $255.23 $10.03 June $1.82 25.9 $1.90 $24.8 Comment: Owns PC franchise, lots of cash, should take enterprise software share. Intel INTC Sell 17.72 35.74 118.55 1.60 Dec 0.55 32.2 0.81 21.9 Comment: PC growth will disappoint; limited success in communications chips. IBM IBM Buy 69.12 125.19 118.20 3.69 Dec 4.00 17.3 4.56 15.2 Comment: Good moves to boost services, cut hardware. PwC was smart deal. Cisco CSCO Buy 12.99 20.83 95.09 2.97 July 0.39 33.3 0.52 25.0 Comment: Last man standing in telecom gear. Leveraging strong balance sheet. Dell DELL Buy 24.63 29.59 63.79 2.96 Jan 0.65 37.9 0.78 31.6 Comment: Dominates PCs - still taking share. Moving into servers, printers. Nokia NOK Sell 11.25 26.15 53.33 1.29 Dec 0.75 15.0 0.83 13.6 Comment: Wireless market still weakening. Need a color phone? Didn't think so. Oracle ORCL Buy 9.52 15.45 52.26 1.08 May 0.41 23.2 0.42 22.7 Comment: Still dominant in databases; seeing rebound after long slide in apps. Hewlett-Packard HPQ Buy 12.92 23.07 39.66 0.92 Oct 0.81 16.0 1.26 10.3 Comment: What a mess. Cheap on the numbers. But beware Dell in printers. Texas Instruments TXN Sell 19.50 30.36 33.74 2.13 Dec 0.29 67.2 0.76 25.7 Comment: Turnaround emerging. But pricey. And wireless exposure is worrisome. Taiwan Semiconductor TSM Buy 8.45 17.43 31.18 0.39 Dec 0.27 31.3 0.51 16.6 Comment: One of our favorites. Best player in an increasingly important business. First Data FDC Buy 34.00 39.54 26.00 -1.52 Dec 1.66 20.5 1.91 17.8 Comment: What bubble? Steady grower. Once a place to hide; now a good hedge. Motorola MOT Sell 11.00 15.46 24.97 -0.55 Dec 0.13 84.6 0.46 23.9 Comment: Serial turnaround story. Gaining cellular share. But we're not convinced. Applied Materials AMAT Sell 13.56 22.61 22.37 2.52 Oct 0.18 75.3 0.67 20.2 Comment: The premier chip equipment maker. Fine company. But still too pricey. SAP SAP Buy 17.50 35.01 22.05 0.88 Dec 0.62 28.2 0.79 22.2 Comment: Patience needed, but ERP giant will survive and thrive in rebound. Qualcomm QCOM Sell 25.01 50.41 19.25 4.05 Sept 0.92 27.2 1.08 23.2 Comment: No handsets; CDMA chips, royalties. If you must own cellular, pick this. STMicroelectronics STM Buy 19.05 35.18 16.95 -0.71 Dec 0.50 38.1 0.93 20.5 Comment: Under-followed Swiss chipmaker. More consumer than PC exposure. Electronic Data Sys EDS Buy 34.55 66.44 16.55 -6.47 Dec 3.01 11.5 3.43 10.1 Comment: Concerns on Worldcom exposure, accounting, made stock a bargain. EMC EMC Sell 6.95 16.85 15.43 2.44 Dec -0.04 NM 0.17 40.9 Comment: Adds software arm to regain dominance in storage. But still high-priced. Sun Microsystems SUNW Sell 13.93 12.42 1.30 June ** -0.08 NM 0.12 31.8 Comment: The dot in dot-bomb. Server price war eroding margin. Must cut costs. 3.82 Micron Tech MU Sell 18.69 35.95 5.25 1.33 Aug -0.65 NM 0.63 29.7 Comment: DRAM king too tied to weak PC market, spot pricing. A trading stock. *As of August 7