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

To: dougjn who wrote (15113)	9/17/1998 1:06:00 PM
From: gdichaz	Read Replies (1) \| Respond to of 152472

To Doug: To try to be clear. I see zero impact of any Fed rate reduction on Japan or anywhere outside US. What these countries do themselves is what will count. Actually, all the tea leaves signs seem to indicate that Japan is very very slowly (as usual) beginning to arrive at that marvelous Japanese cultural act - a "consensu" re a bank bail out. My concern is more re a debacle in Latin America. There Soros and others can destroy their attempts to save themselves more easily - sadly IMO. Also just for the drill, having watched the IMF set up stupid wrong headed conditions in Latin America in the past - such as forcing major price increases in food and gasoline - I have zero confidence in the IMF doing anything other than making a bad situation in Brazil and Mexico worse. Hope I am wrong. But IMF past track record terrible in Latin America IMO. All just IMO of course but based on some experience with IMF past actions in Colombia, Venezuela, and elsewhere in LA. Chaz

To: dougjn who wrote (15113)	9/17/1998 1:17:00 PM
From: bdog	Read Replies (1) \| Respond to of 152472

In the context of my continuing fears of global financial meltdown, I more than doubled up my holdings of QC yesterday. Variety of reasons to with my sense of more potential upside for QC as per Gregg Power's last post and the fact that I'm heading overseas where I won't be on top of what's happening in the market for up to 3 weeks. (Plus I figured Maurices's newly rational, newly restrained exuberance had to be a sign that the world was getting its feet back on terra firma.) I'm feeling rather dumb for another reason. I just realized I missed the date of record for the spin-off - Sept 11th, and will therefore receive less than half the number of shares in LWIN? than I would have if I'd bought 5 days before? How stupid should I feel about this? Informational input would be very much appreciated.