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

To: Richard Tuck who wrote (6234)	12/12/1997 10:56:00 AM
From: IKM	Read Replies (2) \| Respond to of 152472

Many of you know I formerly held a large part of my portfolio in QCOM. Now I have a lot of cash, UMG, and I picked the wrong shorts (AOL & YHOO). :-( I've stayed away from QCOM not only because of the Korean problems, but also the heavy duty competition they will be getting from other handset manufacturers. They manufacture in San Diego. Others manufacture in Asia. Yes, they'll get royalties, but the margins and volumes on their handsets will take it in the teeth. Good luck, all.