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

To: DownSouth who wrote (26413)	4/7/1999 3:05:00 PM
From: LindyBill	Read Replies (2) \| Respond to of 152472

What should I sell, zoot man? I reduced my MSFT position from 58% to 18% to pick up Q. We are due for, and are getting a run in CSCO. I will hold CSCO position indefinitely. I am no longer a INTC holder. Great stock. Will do well, but I think the margin pressure at the low end is going to keep it from making the runs it used to. Although a "Gorilla", it seems to be turning into a cyclical commodity company.