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

To: Peter J Hudson who wrote (23466)	2/26/1999 2:35:00 PM
From: Maurice Winn	Respond to of 152472

hay how come on aol they write without any capital letters or punctuation as tho its a different world i only know that because you sometimes see people arrive here or elsewhere and they look like a person from a more foreign land than noo zeeland i could tell art was somebody coz people came over all weird when he appeared anyway where is aol and it had me baffled because i couldn't tell if it was aol or aoI with the fonts i had so couldn't send email to some friends - several years ago when i used compuserve hay thats okay now i know thanks for the lowdown on art hay we're all morons always because how much we know or more accurately think we know is about 0.0000000000000000001% of what there is available to know even within our field of view hay even that is being generous our level of moronosity is sort of like a cdma transmission 00000010010011000000100000000000000010000100111000011... where the 1 is when we get something right and the 0 is where we don't know or get something wrong [sort of gaussian noise] some of are fortunate enough to have more of the 1s and fewer of the 0s than others - who i am told live at aol even the 1 is usually mostly luck in that 50:50 random choice gets us half way there -- luckily the 0s are usually not fatal whats amazing is that not knowing nearly everything most of us even get through the day and wake up to make another attempt the following one hay makes the bull fat the bull makes the cow fat the cow makes the butterfat [old childhood kiwi saying] hay were all morons round here mqurice ps another childhood saying - happy little moron sitting in the sun doesnt know hes moron ---- migod perhaps im one my goal in life ...........00000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000wow111111111111111111111111111111111111111111111111111111111111111111111111111111111111111111111111111wheeeeeeeeeeeeeeeeeeeeee1111111111111111111111111111111111111111111111111111111111111111111111111111111111111111111111111111111111111111yahoooooooooooooooooooooooooo11111111111111111111111111111111111111111111111111111111111111111111111111111111111111111111111QQQQQQQQQQQQQQQQQQQQQQQQQQQQQQQQQQQQQQQQQQQQQQQQQQQQQQQQ11111111111111111111111111111111111111111111111111111111111111111111111111111111111111111111111111111111111111111111111111111111111111111111111111111111111111111111oh!oh111111111aaaarrrrrrrggggggggggggggghhhhhhhhhhhhhh00000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000.....................

To: Peter J Hudson who wrote (23466)	2/26/1999 6:35:00 PM
From: Art Bechhoefer	Read Replies (1) \| Respond to of 152472

Pete, Thanks for filling everyone in. I hope my assessment of where the price of QCOM is heading won't deter it. I base my estimates on a conservative earnings projection, together with a conservative price-earnings ratio -- sort of a worst case scenario for the telecommunications group. At this point, QCOM is well below the P/E that one would expect for telecom equipment stocks. One must also factor into this equation the subjective notion that QCOM really has better management quality than most companies in this group. By that I mean they have seasoned management (ran another company before they started this one), and they all have good academic backgrounds. I first heard about the company in early 1992 from a distant relative living in San Diego, a retired mathematics teacher. He said all these guys were highly respected in the academic community. I then looked at the fundamentals on Dow Jones news and it took me about 10 minutes to conclude that this was an almost unique investment opportunity. Art