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Technology Stocks : Qualcomm Incorporated (QCOM)
QCOM 178.28-1.6%Dec 12 3:59 PM EST
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To: Ramsey Su who wrote (9133)3/9/1998 4:08:00 PM
From: qdog   of 152472
 
Maybe networkers are next??? (CSCO at 50 PE. However they are ramping up the 1 Gigabit net, will companies upgrade networks to that speed??)

Interesting theory is the year 2000 affect on IT departments. When you look at the power of high end Pentiums vs P II's is their that much advantage with software not really doing that much more?? So IT departments are focusing money not on networks for now but this problem.

I read some recent review's of Win 98 and it's not pretty. Seems the pundits don't see it as much of an improvement over 95 with IE 4. It would appear that you are at a slowdown in the computing area short term.

Stay tune, I suppose is the keyword.

Gee I forgot to mention Qwest and LCI in my rant with Maurice. Well, they are merging anyways.
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