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Technology Stocks : The New Qualcomm - a S&P500 company
QCOM 172.24+0.9%12:52 PM EST
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To: John Biddle who wrote (2183)10/11/1999 2:44:00 PM
From: engineer  Read Replies (2) of 13582
 
The VALUE may turn out that those that can afford have so much better operations wiht it that they buy up all those little poor ones who can't afford it. A $3500 terminal is cheap if you still have your $150k truck at the end of the day. Also if phone service is terrible in most areas outside the main cities, then it would seem that those that can afford the terminal and the service would perform MUCH better than those that still rely on daily human contact to book loads.

Also once it is approved, then there could very well be entrepenurial forces who buy up terminals and lease them to small poor operations per month by bundling it into the cost of service. i.e. Hire OMNI to be the terminal provider and provide the data feed, and then comingle the dispatchers and sales poeple to provide a trucking booking, communications, and tracking service.
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