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

To: Gary Walker who wrote (21618)	1/19/1999 6:21:00 PM
From: John Dough	Read Replies (1) \| Respond to of 152472

Good point, Gary. Plus, as someone on this thread said yesterday, if Qualcomm sells off its money-losing infrastructure business, earnings will spike and revenues (from sales) won't matter as much going forward, because royalties will be a much greater percentage of revenues. Incidentally, I'm about as big a fan of the Q as you can get. I've got 100% in Qualcomm and am highly margined. I've been this way for several months. Because of this, Fidelity increased my account's equity requirement to 40% a week ago, even though the stock itself has a 30% requirement. QCOM is the only company I've ever felt confident enough about, to put myself in this position. Mark

To: Gary Walker who wrote (21618)	1/19/1999 6:41:00 PM
From: Maurice Winn	Read Replies (2) \| Respond to of 152472

Whoa there Gary! This is starting to look as though you have bought some Q! stock and are talking your book. Some of us look like and have memories like elephants. Enthusiasm is great, but "undiscovered"? Let's see now, I recall about here: Message 66337 and here: Message 66398 in the good old days, we were discussing QUALCOMM which you sure had discovered. Presumably you went away and have come back at just the right time having built the Web and maybe even made some money from Amazon though I can't tell from your last few posts there - shorting is not your thing by the look of it, so there were obviously some dings in your portfolio. So, your concerns have obviously now gone and the "ever-promising" is now arrived by the look of it. Well, you must think so anyway. Let's see what the mob thinks over the next week or two. Mquarkce