Qualcomm Incorporated (QCOM) Message Board

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Technology Stocks : Qualcomm Incorporated (QCOM)

QCOM 155.82

-1.3%

Jan 23 9:30 AM EST

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To: SpudFarmer who wrote (52051)	11/30/1999 3:44:00 PM
From: 16yearcycle	Read Replies (2) of 152472

By the way, a couple posters here seem to have the idea that this drop has to do with some news or even a change in fundamentals. I find in absolutely stunning that a 10% drop in a stock that has risen from 20 to 400 in a year would cause these types of observations. My opinion on CSCO is that it is indeed POTENTIAL competition for Q having a fixed offering in addition to mobile. So what? It is very clear that CSCO, INTC, MSFT, NOK etc are going to attack the walls of Q's fortress aggressively. But they have made the same amazing mistake that Disney has made with Yahoo and the mistake DEC and IBM made with MSFT and INTC. This is Q's territory now. The big boys could have eaten Q anytime until early summer, but they have blown it badly. Now they will suffer the consequences.

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