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


To: CDMQ who wrote (5777)11/26/1997 1:29:00 PM
From: Maurice Winn  Read Replies (2) | Respond to of 152472
 
Thanks "CDMQ", Nice choice of name! No, I hadn't seen Rituxan approval. Read first from you. Thanks for that - I keep an eye on my old friend Qualcomm - our source of cash, but would have found it in 5 minutes.

Qualcomm is doing so well that I'm really not worried about it at all. I've been meaning to join the 1997 results celebration, but I actually dream about monoclonal antibodies, CD20 antigens, P53 mutant genes [exons 5 to 8], which the doctors were unaware of and its relationship to p53 expression and the rotten prognosis that gives for NHL people - the report came out in 15 Nov "Blood" and being an information freak, I found it and asked the doctors about it. All news to them! My head is full of it! Looks as though the effort might be worth it re p53 and another treatment being available.

Ramsey's doing a great job on geopolitics and sucking others in. Don't worry about Asia - just a little liquidity crisis for some people who were speculating on borrowed money. NZ [not me] did that in the 1980s and paid the price. Who owns what gets changed around, pay rates go down a bit. Property prices decline to more civilized levels. But before anything too bad happens, the good old Fed, Japan, Korea etc will agree to a mutual money printing, using the time- honored practice of ripping off savers, to reduce the depth of losses by the speculators.

In a liquidity crisis, you'll do the desperate speculators a favor if you saunter over with your money and take some distress sale items off their hands at way below replacement cost. So go ahead, find some good quality companies in Korea, Japan [preferably cdmaOne related] and go shopping. Maybe Japanese/Korean biotechs would be a better bet - biotechs are my favored investment. I just don't know where to buy yet so stick with Qcom/GSTRF for now. You need to beat the Fed to the printing - Japan already announced some "rescue".

I see they are worried about capacity, 6 sectors and all that, Moore's law and cost of infrastructure in the cdmaOne stakes. They need a peak smoothing technique. They can cut their costs and increase their profits with Winn's Secret Suffocating Sell Solution [TM] while improving customer satisfaction and competitive position. You can improve your profits if Qualcomm does it! Wake up Qualcomm - get on with it.

Golf today! Birthday yesterday; thanks to my special friends who I bet were thinking of me. Summer here at last. I've read masses of stuff on NHL, got the docs on line. Nothing more to be done right now, we are all on an even keel and having fun. Prospects are good. If 30% chance of dying is good. Don't forget, you all have 100% chance, there is just a small time difference. We are enjoying life, Tarken [yachting today] included of course. No show without Punch.

Great results from Qualcomm. 31 Dec results are going to be even more amazing.

Enjoy yourself, it's later than you think.

I'd do a long spiel, but gotta go.

Best wishes to all the Qualcomm/Globalstar fan club.
Yay for Bernie, Irwin and Andy.

Mqurice
8200 Feb 97, 16000 Feb 2002.



To: CDMQ who wrote (5777)11/26/1997 2:01:00 PM
From: Duane L. Olson  Respond to of 152472
 
Maurice!! Hope you get the news that CDMQ just posted -- good luck!! dlo