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

To: Clarksterh who wrote (14385)	8/31/1998 10:26:00 PM
From: SKIP PAUL	Read Replies (2) \| Respond to of 152472

All else being equal each 1% drop in long term bonds will equate a 16% to 20 % increase in stocks to reach yield parity. So you would still be better of in stocks although bonds would provide a very good return as well.

To: Clarksterh who wrote (14385)	9/1/1998 2:09:00 AM
From: Peter J Hudson	Respond to of 152472

A little different perspective, I own the same % of the company Qualcomm Inc. as I did before the stock price started down again. The intrinsic value of the company hasn't gone down, in fact it has probably increased, book value wise. I also own another class of asset called dollars. The last several weeks my dollars have increased in value considerably relative to the securities I own. When my portfolio of securities was increasing at 20% to 30% a year relative to my dollars I didn't spend a lot of time worrying about the decline in the value of my dollars, although they were certainly loosing value relative to securities. So I'm happy my dollars have increased and I may may use some of them to increase my % ownership of a really good company in San Diego. I do understand the problem if you bought your Qualcomm with other people's money. They probably want it back. 60 by the next earnings report. Pete