Qualcomm Incorporated (QCOM) Message Board

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Technology Stocks : Qualcomm Incorporated (QCOM)

QCOM 168.08

+1.8%

12:59 PM EST

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To: Jim Willie CB who wrote (44401)	10/13/1999 2:15:00 AM
From: cfoe	Read Replies (1) of 152472

Have to agree with your list (of new tech leaders), since in one place or another I own some of all. QCOM being the largest holding, with JDSU 2nd. I also think some of the specialty chip companies in total will represent some weight in list, but none individually. May begin seeing consolidation there starting next year. Would like your take on the following: Cisco is Microsoft without the attitude and negative rep. (In that they will also buy everything in sight to keep themselves on top.) BTW re: "was unaware of your post yday on Intel" When I went back and re-read my post, reference was obscure at best.

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