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Technology Stocks : The New Qualcomm - a S&P500 company
QCOM 174.01-0.3%Nov 14 9:30 AM EST
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To: LLCF who wrote (1628)9/17/1999 8:42:00 PM
From: Clarksterh  Read Replies (3) of 13582
 
David - IMO selling the handset business increases margin...

Of course. But I'd rather have 10% of $800M than 50% of $80M. Increased margins are not the holy grail in and of themselves, and that is what we are debating. FWIW.

Clark
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