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


To: qdog who wrote (7633)1/27/1998 8:31:00 AM
From: Ramsey Su  Read Replies (1) | Respond to of 152472
 
qdog,

SAP's growth made me wonder about CA and ORCL, neither seems to have taken advantage of a strong Europe to the extend of SAP.

On the telecom front, a lot of interesting development recently. ATT's game plan seems to benefit Nokia and may be giving the non-CDMA camp some ammunition.

ADCT is busted. DIGI is crashing. TLAB seems weak despite good earnings last night. ANDW appears OK and holding at current support. QCOM went dn a couple yesterday. Could it be reacting to ML dngrades? What does QCOM got to do with TLAB, other than the fact that they are all in the Value Line telecom group? There are so much internal inconsistency within this group that there has to be some good opportunities coming up. Any good picks?

Ramsey