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

To: Ramsey Su who wrote (7999)	2/5/1998 8:35:00 PM
From: Clarksterh	Read Replies (1) \| Respond to of 152472

Ramsey - While I suspect that it is true that Qualcomm is, as you say, "leading the HIT parade", I am also pretty confident that very few other companies have anywhere near as big an exposure to Korea or SEA. Thus, although I expect 'suprises' from the likes of CUBE, I wouldn't expect them to be anywhere near as big (he says with his fingers crossed). Clark

To: Ramsey Su who wrote (7999)	2/5/1998 8:57:00 PM
From: Pancho Villa	Respond to of 152472

Ramsey, thanks for the reply. >>you know most of us are long term bulls but even the strongest bull needs to take a break once in a while<< Yes, in the last few months every time I stick my head out to go long I get it chopped off. The most recent one was OXHP which I bought at $17+. As you are probably aware, I do hold quite a few shorts but QCOM is one of my favorite longs. IMO little downside risk if one buys in the low to mid 40's, but I used to say this when I started buying COMS again at $47, after selling at $55 last Fall. Regards, Pancho