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


To: Jim Lurgio who wrote (22586)2/6/1999 9:49:00 AM
From: marginmike  Read Replies (1) | Respond to of 152472
 
Jim TERO is correct about Nokia being a good company. He however goes way to far in his bias. As for his stock picking ability, he advised in the Street.com not to buy ERICY when it was at 23 and to load up on Nokia when it was 140. The people who listened to him have not done to well! He also bashed the Q when it was arround 51 in his articles at the 'dopey derby .com' and said because of handset problem's to stay clear of Qcom. Anyone can get lucky picking a stock, and besides Nokia TERO has yet to prove he is anything more then a one horsed rancher! Nokia has had its best days, going forward it aint going to be so easy.




To: Jim Lurgio who wrote (22586)2/6/1999 10:08:00 AM
From: Eric Daniels  Read Replies (1) | Respond to of 152472
 
Jim,

If we could invest retrospectively, most anyone would be happy to buy Nokia or Netscape at their historic lows, but, of course, we do not invest that way.
Prospectively, like Maurice, I see a better risk/reward ratio, in an intellectual powerhouse that generates revolutionary technologies with an experienced, honest management. (Macomm-linkabit,Omnitracks,Eudora, etc.)

The graph you should be looking at for comparison unfortunately has not been published yet. Check back in a few years. As we may well be on the cusp of a Qualcomm global dawning, this chart may be the starting point for the graph I will post in the future..

techstocks.com

Eric
p.s. after all, the curse was just removed!



To: Jim Lurgio who wrote (22586)2/7/1999 9:40:00 PM
From: Maurice Winn  Read Replies (1) | Respond to of 152472
 
*Tero's predictions* Jim, Tero does have the respect [from me anyway] that he deserves. Please don't misunderstand kicking him and Gilder when they are down as being lacking respect. Tero's erroneous predictions were listed the other day in the thread. Sure, he was right that Nokia was a great investment. Maybe it will even be better than Q! in the long run. I have no way of being sure.

But check the P:E of Q! versus Nokia, especially going forwards to expected earnings this year, which might vary a lot but are likely to be about right. Check out the keys to WWeb technology and the size of the market. All that stuff.

I'm not in the slightest envious of Tero [well, I do admire his language skills in American while being able to also use that weird jumble of phonetics they use in Reindeer land, his wit and knowledge]. I picked what I thought was the best place for my money and I'm sticking with it unless things look wrong. They don't.

True enough, $18 was the bulk of my Q! stock and I added little greedy portions at $32, $42 and $52. So my average is up a bit. Other than the $52 price, the others were all at never to be seen again prices. The $52 price [early 1998] got caught in the downdraft along with the rest of the world, but it seems in the clear now. It's hard to get exactly the bottom every time, though 4 out of 5 isn't bad with the fifth near enough to it. Not intending to deceive, I was just showing the gains available in Q!

I always try to be honest with myself! And others. Especially myself - believing in Santa is NOT going to make money in the markets.

Mqurice