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Technology Stocks : Qualcomm Incorporated (QCOM)
QCOM 163.32+2.3%3:59 PM EST

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To: MileHigh who wrote (50498)11/16/1999 11:35:00 PM
From: Jim Willie CB  Read Replies (2) of 152472
 
MileHigh, you are onto something... a triumvirate is coming

we have not factored Intel into the picture adequately

they provide monstrous capacity potential
they crave new growth arenas
just look at their networking new products

I only wish QCOM would gradually ratchet up their own mfg capacity for higher margins

QCOM - INTC - NOK is my bet
Motorola can get with the program, or repeat their Iridium fiasco in the terrestrial arena

nice thinking, Jim
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