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Technology Stocks : Qualcomm Incorporated (QCOM)

QCOM 175.25

+0.6%

Dec 19 9:30 AM EST

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To: Jim Willie CB who wrote (57240)	12/28/1999 4:34:00 PM
From: Boplicity	Read Replies (1) of 152472

Jim, There will be pockets of strength in high-tech. The brick to click movement will be in full force once the old economy companies come out the lock down they are in because of Y2K. Everyone will be surprised how many servers that are sold. Also, Win 2000 makes it's out in Feb. I see companies that supports this movement from hardware to software will be doing good, and as always infra plays. The shake out will be in the old I-Nut group, the B2C and consolidation in B2B since it will take place since there will be a need for balk to handle the big companies. The Wireless Web creation will still be a great investment. I see companies like INSP that provide wireless content, as good plays. We are just at the beginning of the WWeb and the brick to click movement. Not only the old-line companies, but governments have been lock down. It will be a good year, but not as good as this year for the Naz. Maybe the DOW will shine with the efficiency that will gain by the old line companies coming on-line? Also, the DOW has been redone to better reflect the new economy with the addition of INTC and MSFT. Greg

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