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

To: Maurice Winn who wrote (17657)	11/4/1998 5:16:00 AM
From: JScurci	Read Replies (3) \| Respond to of 152472

Hello Maurice, Well said. It seems $ill Gates has figured out that pouring in copious amounts of ERICY's VW-40 into his turbo powered WINTEL engine would only gunk up the ole cylinders and leave him stalled out on the shoulder of the grand Techno-highway. He's no fool. He's plunking down his mega bills for the real McCoy. We as QCOM shareholders have long sported proverbial black eyes due the the un-endind slings and arrows flung our way by way of Sweden. Unfortunately Wall St. has paid too much heed to this incessant evil drumbeat/mantra from Stockholm. I would strongly suspect however that this news turns the table a wee bit. For all those many investees in Techie-Land, $ill Gates impratur is like the "Good-Housekeeping Seal of Approval". This should unleash a horde of me-too, robot-like, monkey-see - monkey-do imitators that will finally begin to drown out the hyeena squeals from Sweden. regards, John

To: Maurice Winn who wrote (17657)	11/4/1998 7:57:00 AM
From: Jeff Vayda	Read Replies (2) \| Respond to of 152472

Maurice and all: Random musings: Given the Microsoft news, I dont think the qdog will ever show his teeth on this thread again. It is all his fault, without his constant warnings, the Q leaders reading this thread forgot how evil they are. Hey, maybe Bill used some of that cash to buy the qdog and make him his own personal attack dog - just thinking... wrt the report: HUGE. Margins improving everywhere despite the end of world wide good times. If they do that good when everyone is in a pissy mood, just stand back and watch the Q go when 'things' are getting better. The report was so big in fact all the analysts were forced to be nonchalant, least they reveal that they were in the dark. That could be a bad thing actually. Analysts are used to having things spoon fed to them. They get upset. The way they look at it, they deserve - they have a right - they are better than other people - they should get insider info and know what the company is doing before anyone else. I say piss on them but then again I like to stir the pot every now and then. Brazil: Entire factory devoted to home market! Huge. India, did anyone catch the comment about India? Huge. I have said before I think India could be bigger than China. As it stands now, India has much more pent up demand. The Indians got farther down the technological road before the government restrained things. China will have a bigger eventual market, but if the reins were released equally today, India would spring out ahead. wrt Tero: Perhaps you should pick a book of fiction to read and then debate that. He is sprinkled around the web with book reviews and with out nasty things like facts, the conversations can support themselves much more efficiently. Here is to a good Q day. Perhaps now we can for once and all leave the 'natural home' and also stop the 'good news - price decline' feature we all know so well. Jeff Vayda