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Technology Stocks : Qualcomm Moderated Thread - please read rules before posting -- Ignore unavailable to you. Want to Upgrade?


To: Art Bechhoefer who wrote (80974)10/13/2008 5:01:48 PM
From: JGoren  Respond to of 197271
 
Art,

I'm aware that qcom dropped less than other stocks. My take was that since qcom was the number one position, the hedge funds would sell it as a last resort. That's why I was speculating that maybe the Barron's guy saw guidance decline as a prompt for them to sell in defense despite their desire to continue to hold it. Am happy to email you the report if you'd like to see it. The date of the holdings was as of June 30.