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 Technology Stocks : Qualcomm Incorporated (QCOM)

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To: limtex who wrote (10821)5/23/1998 3:40:00 PM
From: bdogRead Replies (2) of 152328
 
Notwithstanding Gregg Power's cogently optimistic view respecting the Japanese economy's ultimate resilience, what would be the short to long-term impact of continuing and increasingly severe deflation in SEA, including the dreaded meltdown of Japan? The impact on QCOM particularly! Pretty terrible, methinks. Thinking about selling some stock. Even in the absence of worsening "flu" symptoms, next quarter's results are likely to be flat do we not think? Seems like a dangerous time to be heavily concentrated. Comments appreciated.
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