Qualcomm Incorporated (QCOM) Message Board

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Technology Stocks : Qualcomm Incorporated (QCOM)

QCOM 178.29

-1.6%

Dec 12 9:30 AM EST

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To: limtex who wrote (112051)	2/2/2002 11:56:35 AM
From: saukriver	of 152472

If MSFT, INTC, CIEN, JDSU etc etc sayt thee is not even a sign of a recovery in their businesses then there is no recovery. Huh? That the personal computer market is mature is not news. Don't expect MSFT and INTC to lead the market higher. People have a PC and there is no compelling reason to buy another one. I would bet the average PC replacement cycle is over 2 years and will ebb back towards 4 as people get comfortable that the machine the have is pretty darn powerful That we have gobs and gobs of lit and dark fiber (and therefore do not need huge amounts of fiber optic components) is also not news. Don't expect JDSU or CIEN to the lead the market higher.

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