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Technology Stocks : Qualcomm Incorporated (QCOM)

QCOM 173.43

-0.8%

3:59 PM EST

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To: D.J.Smyth who wrote (60287)	1/6/2000 6:45:00 PM
From: Uncle Frank	Read Replies (3) of 152472

>> Lucent is basically saying they weren't able to meet demand due to internal structuring problems and shift from old products to the new! Reading between the lines, LU wasn't agile enough to transition their product offering in time for the market's demand. That's the reason I expect Cisco will be the victor in the voip convergence battle - they're quick on their feet. As one analyst said, In the old days, the big ate the small. In today's world, the quick eat the slow. Long on the Cisco Gorilla, uf

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