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

To: jimtracker1 who wrote (145213)	9/30/2006 4:33:50 PM
From: bdog	Respond to of 152472

<Limtex, you are seeing certain characteristics with Qualcomm in an exaggerated manner. You see the negatives in the stock and you allow your mind to blow them out of proportion. You focus on processes markedly different than the majority of posters on this board. This is in some instances a sign of depression. I would guess there is something in your life other than Qualcomm that is troubling you. A negative thought process is very subtle, hard to come to grips with, but can be resolved over a period of a few months. More importantly, having this outlook in investing, can be costly.> Maybe he should join the club and put himself on ignore?

To: jimtracker1 who wrote (145213)	10/1/2006 2:20:34 AM
From: stranded	Read Replies (1) \| Respond to of 152472

Re: 145213 Jimtracker1--there could be the possibility that you are euphoric and sbsequently, out of touch with reality--which could also be costly when it comes to investing. BTW, last week I sold 1/2 my QCOM shares, then shorted as much as I sold. Nothing is ever simple or crystal clear; there are always two sides to a stock.

To: jimtracker1 who wrote (145213)	10/1/2006 6:20:27 AM
From: limtex	Respond to of 152472

Jim - Use Bigcharts and compare QCOM v. BRCM. The charts are almost identical especially this year. THey are so identical that it seems to me that the market made no difference whatever between the two. Clealry institutions took a decision in May to get out of tech and my guess is to get into oversease non dollar markets. They have done very very well since then. P/Es are lower in general and you don't have analysts constantly downgrading stocks whenever they have had a rise. I have seen analysts this weekend saying " ah well the markets have had a rally for over a month and it must be time to take some money off the table". ( Of course the great run up world wide does not apply to QCOM). We have had a rally for a month and analysts are calling for monay to be taken off the table.Who needs this s--t with US markets. Isn't it better to be in foreign markets with low P/Es? The $ is going to decline against most major currencies for the foreseable future. It is the way the defict with China will be redressed. That it seems to me means the end of the US tech market as we have known it until the $ stabilizes. My guess is that this major change started to take place in May this year as insititions started to make the necessary changes. We will see whether this is right when the quarterly stockholder analysis are available. As for whether or not I am suffering from depression. Well maybe, who knows but I am willing to admit to suffering from severe dissapointment. The stock with the greatest manangment, the greatest balance sheet, w-cdma, the"gatekeeper" as we used to call it in the 90s ( were you interested in QCOM in the 90s?), ironclad IPR, never lost a lawsuit etc etc etc. Net result ....0% stock appreciation in the last two years. What would you call that? Don't worry about short term fluctuations? Yeh right. Best, L