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Technology Stocks : Cisco Systems, Inc. (CSCO) -- Ignore unavailable to you. Want to Upgrade?

To: nihil who wrote (24335)	4/12/1999 1:05:00 AM
From: Uncle Frank	Read Replies (1) \| Respond to of 77400

Nihil, congratulations on your vision in buying qcom before it became a headline stock; you're definitely a smart guy <g>. But I don't buy your comment that "QCOM is a company you don't analyze, you just believe the story or not." Qcom is well beyond the "story stock" stage, and it's prospects in terms of increased sales, margins, and earnings can be quantified using a reasonable set of assumptions. Its potential, both up and down, can be assessed. There is absolutely no rush to buy qcom immediately. Its growth will be steadily up, as opposed to a gap up, as obsolete analog and tdma installations are upgraded to cdma and their royalty revenue stream increases. This will take place over a period of years. Hang on to your position, nihil; you've got a long term winner. Frank