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

To: George Gotch who wrote (25819)	4/1/1999 4:50:00 PM
From: Ruffian	Read Replies (3) \| Respond to of 152472

Would Like To Repeat This post> To: bruce gilling (25803 ) From: michael piturro Thursday, Apr 1 1999 2:42PM ET Reply # of 25819 I think Wall St is having a very hard time putting a value on the Q, just like we are, to our benefit, at this particular juncture. They didn't get it right before so lets hope it takes them just as long to figure it out now. All The Best, Michael

To: George Gotch who wrote (25819)	4/1/1999 5:00:00 PM
From: quartersawyer	Read Replies (1) \| Respond to of 152472

Your recent history of SI posts suggests a kind of bird dog view, watching for abrupt rises, looking for the plummet. Trouble is, Q! is not comparable to e-bay et al. How can you compare fluff and bricks without noting the difference in density?

To: George Gotch who wrote (25819)	4/1/1999 5:19:00 PM
From: Andrew N. Cothran	Read Replies (1) \| Respond to of 152472

As I said earlier, we climb that wall of worry every time we buy a stock and decide to hold on to it. And the more we worry and the more others worry along with us the higher it goes. So let's all worry a lot a lot a lot.

To: George Gotch who wrote (25819)	4/1/1999 5:36:00 PM
From: Peter J Hudson	Read Replies (1) \| Respond to of 152472

George, It appears you are making your observation of Q being way over extended strictly from a traders point of view. From a fundamental point of view the Q has been way undervalued for a long time, in addition the fundamentals just changed dramatically. I agree that it is extremely rare to see a run up like this without pullbacks along the way, but it just may be that this will be a straight run to a justified higher valuation. I have owned this stock since 1992 and gave up trying to pick the peeks and valleys a long tine ago. I have several friends that missed this run because they bailed out at the first pause after it broke through its all time high. I don't believe we will see QCOM below 120 again unless there is a major change in the fundamentals. Comparing QCOM to AMZN or any other internut stock is not justified. This is a real company with real earning and a rock solid business plan. This run is not a mania, it's a flight to quality! Pete PS I don't usually don't feel the need to share my views. All I have to do is wait a few minutes and someone else will usually do a better job of expressing a similar view, but I'm on vacation, I've had a few beer and damn I feel good!

To: George Gotch who wrote (25819)	4/1/1999 5:55:00 PM
From: 2brasil	Read Replies (1) \| Respond to of 152472

For a tech company growing 20% a year in a technology cdma that can only explode worlwide qcom is still a bargain compared to some other tech companies imho regards bruce

To: George Gotch who wrote (25819)	4/1/1999 7:25:00 PM
From: JGoren	Read Replies (3) \| Respond to of 152472

Most of the usual posters on this thread have been long term investors in Qualcomm. We patiently waited for years to see results. (Kicked myself each time it traded 40-60-40 and I simply held.) We, too, think it funny that the analysts are making some of the recommendations they are AFTER the fact; too usual. But, the company even though we might expect a pullback from what has transpired in the last week, we are long term holders--not traders--and anticipate that the price within a year will be substantially above what it is now. So, if there is a pullback of 10 or 20 or even 30 points, we don't really care; our time frame is three to five or even ten years. There are however a new group of folks posting who have only recently come to the stock in the last few months and even since March 25th. I am afraid that they are looking for unreasonable, quick gains.