Qualcomm Incorporated (QCOM) Message Board

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Technology Stocks : Qualcomm Incorporated (QCOM)

QCOM 162.57

-1.5%

10:21 AM EST

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To: marginmike who wrote (45221)	10/18/1999 7:20:00 PM
From: limtex	Read Replies (1) of 152472

mm- my guess is that Dell warning is expected. The box makers except AAPL are going to have a very hard time of it from now on. They'll still sell loadsof PCs but the margins are going to be under relentless preasure. Look how many are in the market now. Look at PC magazine...must be dozens of serious maunfacturers and the differences between their products is negligible compared to the similarities. OK some might have been first off the mark with web sales and that held them up for a bit longer but in the medium/long term these guys don't have much of a franchise. Tech means IPR and thats that. No IPR no Buck Rogers ( to quote from the Right Stuff). Knowledge is the right to profit. No knowledge then you are just entitled to earn a living if you work very very hard. Voltaire has it nailed IMHO the houses run the market and Dell won't seriously rock the boat. MSFT, INTC, CSCO, IBM, MOT, HP, TXN could make things unpleasant but not Dell IMHO. BTW pls remember what Gregg said in one of his last posts about Q4 !!!!!!! Best regards, L

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