Qualcomm Incorporated (QCOM) Message Board

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Technology Stocks : Qualcomm Incorporated (QCOM)

QCOM 175.07

+2.6%

3:59 PM EST

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To: PAL who wrote (36286)	7/20/1999 9:57:00 PM
From: marginmike	Read Replies (4) of 152472

Besides praying to the PC gods what will spur Earnings growth? How will they expand margins? How will they maintain Rev growth. Qcom stock took off because it freed up value that wasnt there before. What can DELL do that can emulate QCOM? I think Micheal Dell is a genius, and DELL is a great GREAT company. HOWEVER I think Their market is saturated, and their business becoming much more competitive. There is no way with its current model that they can recreate growth they have had for last 5 years. Unless they buy, or get into a completly new business involving Thin servers. Actually DELL should buy COMS or the Palm Pilot from COMS. They could then build a new line of thin server products. Without a change in direction DELL IS AS GOOD AS DEAD MONEY

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