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

To: brian h who wrote (21052)	1/9/1999 9:10:00 PM
From: jim black	Read Replies (1) \| Respond to of 152472

Get REAL: Who needs a circus master? This company is selling at a low PE for next years earnings projections,the world leader-to-be in CDMA technology and lots of folks don't have a clue. I'm sitting on top of a bundle of this stock and want to buy more for my retirement. Let JOBS blow his apple and MCNEALY toot his horn and GATES deny his monopoly. The Q will just keep plugging along and I want another couple of thousand shares before the MOMENTUM fools get on board, thank you very much. And I for one do NOT want a buyout as has been suggested as the future of this company. JB

To: brian h who wrote (21052)	1/10/1999 1:51:00 AM
From: Clarksterh	Read Replies (2) \| Respond to of 152472

Brian - I don't deny that it would be nice if Dr. J were as eloquent as Scott McNeally (but Bill Gates??!!!!), but given that it isn't so what do you suggest. That's the problem. Certainly I wouldn't want to take the risk that Apple did when they hired Pepsi Co. CEO. As for the recent performance of MSFT and ORCL, you must be kidding if you think that is because Gates and Ellison have been talking it up. They are the industry leaders in their respective areas and the market happens to be in love with industry leaders right now. (Do you know the name of Cisco's CEO, and have you ever seen him or her speak? I haven't, and yet the stock is still doing very well because their revenues per share continue to climb dramatically and they are number one in their market.) Clark PS Taichi - As for your question about whether it is revenues or earnings which drive stock price, I've seen several studies indicating that it is, surprisingly, revenues that correlate best to stock price. Of course, earnings, cash flow and other things are still important.