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

To: Ramsey Su who wrote (7545)	1/25/1998 2:48:00 AM
From: brian h	Read Replies (1) \| Respond to of 152472

Ramsey and all, Uncertainty? Uncertainty?................... Was that a part of this investment game? May be I should pull all my money out of the stock market and put it on bank CD or money market fund. Then, again, do I think somehow someday US currency won't get deflated also? I remembered Japan currency was $100 against US$ 1 not too long ago. Did Japan ever improve its internal system ever since 10 years ago? Why Ma Bell's stock price keep going up along with all Baby Bell's stock price? Why bond price keep going up and yield getting lower? Where is the safty heaven? What is the risk/return ratio I am looking for? Why are countries such as Taiwan and Singapore are standing pretty much still within this Asia crisis? Why are countries like South Korea, Tailand, Malaysia, Indonesia can not stand but to beg for funds? I do not know why I was not lucky enough to invest in Bank of America ($6.00) and Citicorp ($10) in the middle of S&L crisis a couple of years back. I do not know why I did not invest in Intel ($50 at least 3 0r 4 splits ago) when I was using PC AT with 286 machine at the time and thought that is one great machine. so was MSFT. I remembered there were always some sorts of crisis going on here and there? everywhere? Oil crisis? S&L crisis? Iran comflict? Somebody with more experiences can give me more directions. Big Blue (IBM) falling ($47 exactly I told my wealthy friends to get in before the last split)? Why did I not buy into AMAT when it went down to $23 a year and half ago (when its P/E ratio was 6 and everybody on the street concerned when semiconductor equipment industry will return) only find out it go up 400% (with PE 50) and people were buying into it. I like to take chances on this stock investment game. I was lucky enough to get in IOMEGA, Waterhouse, GSTRF, LOR, QCOM, YAHOO before others. I will continue to search and do my home work before I buy into any stock with crisis and without crisis. It is good time to invest in companies in SEA now than ever. Just have to do your home work and a right time to enter. With cash on hand, you do not have to beg for mercy! Follow Qdog. No margin. Do home work. Alaways with cash on hand. Be selective. I am your big fan - Qdog. Good luck to all Brian H.

To: Ramsey Su who wrote (7545)	1/25/1998 7:45:00 AM
From: qdog	Respond to of 152472

Europe is going through a growth spurt. Germany is finally digesting reunification. England as been further deregulating. Still fighting to institute EU and common currency. (not likely) You do have a de-regulation of the telcom industry Europe wide. Fierce competition as attest by nexgen wireless. Europe is targeting South America for growth in trade. Have been very visible and active in China, and rest of Asia. Airbus has reported to have psted Boeing in number of planes on order, but Boeing dispute the figure. Still and all that is substantial inroads. Software giants SAP and BAAN are the darling of large corporations and mid size corporations. Productivity software that even MSFT is incorporating. Helps manage finance and HR function as well as production and sells. Check want ads in SD, you will see plenty of ads for SAP software programmers and implementors. Telecommunication is another that has made inroads in technology and sales. Ericsson, Nokia, Alcatel, Siemens and Phillips are the big hitters. As with any US corp; all these companies stock price has risen by global expansion and growth, primarily Asia. Major banks, as with some of the US banks, have heavy exposure to HK, Japan, and China. These all could expierence slower growth and hence stock prices may not rise or retreat some. Then the big commodity driven stocks such as BP, Royal Dutch Shell, Total, Elf and Agip (oil) are expierencing declining prices and mild winter which hurts on the refining side. Dollar gaining strength against the key currencies. Other commodities as well have been hit. European mining stocks and producers are feeling a pinch. Engineering firms and construction firms may as well have some future problems as project growth slows. Ramsey it's not a question of earnings collapse, for now , but rather a question of earnings growth. It's not like companies such as IBM, GE , MSFT or QCOM aren't going to earn anything, it's a question at what pace those earning grow. Let's go back six month in this thread, when folks were calling for 100/ share and stock splits. My own feeling was far more conservative as I called for 85 by end of January. Ain't happening but I was closer than most! Now throw in this new wildcard; Clinton. That is serious if this drags on and on; if true. It is also a question of strict interpretation of the law. My sex life over the years has been worse than this guy's. I had an affair with a married woman, although I didn't consider her to be married, as her husband moved out and shacking up with another woman. In the political arena, if I were a Democrat, it would make me not qualified to hold office. Clinton isn't a guy I voted for, but this is absolutely bizzarre that we are pushing to remove a President that engaged in consentual sex. Lying about it or being dishonest is natural in all such actions. Morally it isn't correct, but legally?? Impeachment for engaging in consentual sex. Even that is potential problem. How effective, if he survives, will he be? That is what Reagan faced in 1987, a confidence crisis that was a contributing factor to the market crash. That's a confluence of events that I mention a couple of times, in the past, that prove to shake markets confidence. You can bet your ass, Wall Street isn't cheering for Clinton gone. They are comfortable with him in there. Explain a market that went from 3600 to 8200? Remove that rabbits foot and the market will concern itself for awhile. Worse yet, it also makes Asia all that more fragile, as the world looks to the US for leadership and support. You now have this unknown in Gore. In short, the world markets are at a crossroads. How it goes will turn on events that by themselves aren't critical, but in conjunction could cause disruption, major and/or minor.