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

To: BDAZZ who wrote (108295)	1/3/2012 4:29:10 PM
From: slacker711	10 Recommendations Read Replies (4) \| Respond to of 197271

"Does it mean we shouldn't second guess on this board, of course not. That's what we do here." Sorry about that, but I guess really dont understand how your first argument and this comment work together. My post said if you don't have faith in PJ then you should not own the stock. I disagree. There are very few companies that fit the description but some companies have strong enough business models that only somebody completely incompetent would be able to derail the company. We can disagree about some of PJ's decisions but I dont think anybody would put him in that class of management. One great thing about owning Qualcomm shares over the years is that I have always thought that they have had limited downside due to the resilience of the business model. That isnt true for the vast vast majority of companies (including Apple). The original Qualcomm team did an amazing job setting up a company that was made for the long-term. Slacker