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Technology Stocks : The New Qualcomm - a S&P500 company
QCOM 156.07-2.1%11:03 AM EST

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To: Stu R who wrote (3537)11/24/1999 6:37:00 AM
From: kech  Read Replies (1) of 13582
 
Stu R - Cena was referring to DSL type companies as possible comparables to Q. These would be companies with some proprietary IPR and therefore high margins and high growth. Hence they would be similar to Q. I don't follow this market that much anymore about several years ago AWARE, AMATI Pairgain were such companies. Probably it is a different roster.
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