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Technology Stocks : LSI Corporation
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To: patrick tang who wrote (20510)11/1/1999 8:31:00 AM
From: Glen2  Read Replies (1) of 25814
 
Patrick,

QCOM doesn't make their bottom line from manufacturing prowess. Theirs comes from the ownership and leasing of their intellectual property. They don't have big fabs that must be kept full. You should include QCOM among the other winners that you've listed.

Good day,

Glen
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