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

To: bdog who wrote (27435)	4/19/1999 11:44:00 AM
From: quidditch	Respond to of 152472

Last weekend, a MM (money manager) interviewed in Barron's recommended Q and four other stocks. I think that I'm with Jon on this. A day of great volatility, shaking out some new weak (high price) holders in the Q. The sector rotation to steels, cyclicals (MMM, Alcoa, GM, even E Kodak--all are up big time) is the fad/bandwagon/valuation adjustment de jour--or is it de mois, d'annee?). If we are correct on our thesis about the Q's position and leverage with CDMA, Cinecomm, etc., stock price will be a function of management execution. This is one of those days hard on the stomache. Hopefully, the earnings will be strong enough to arrest this blip down....Regards. Liacos_samui