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

To: marginmike who wrote (22539)	2/5/1999 1:06:00 PM
From: bdog	Respond to of 152472

Sure is beginning to look like it. Also that we're not the only ones who think so; witness todays strength in a correcting tech market. If so Gregg Powers wins the prize for tea leaf reading. What do you mean vondication Limtex? You're not taking Tero at face value are you?

To: marginmike who wrote (22539)	2/5/1999 1:38:00 PM
From: mmeggs	Read Replies (2) \| Respond to of 152472

Beg to differ MM: Cabi had an extremely negative note after the infra announcement. In it he questions whether Q is even a "growth story" any more, calls the infra moves half-assed, speculates on the possibility of an earnings shortfall, and states that Q must be experiencing "serious challenges" in the infrastrcture and handset businesses. Not a peep, of course, about Q's new handset lineup, or the new ASICs; though new handsets are the primary reason he maintains a "Strong Buy" on Ericsson. (Remember, the ones that aren't even SCHEDULED to ship until 3rd quarter?) Same old same old. mmeggs