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Technology Stocks : Qualcomm Incorporated (QCOM)
QCOM 170.90-1.3%Nov 7 9:30 AM EST
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To: Voltaire who wrote (60200)1/6/2000 9:44:00 PM
From: cfoe  Read Replies (1) of 152472
 
I had the same thought as your PS when I heard the LU news.

What a coincidence. A couple of days ago I wrote a friend who had LU on their list of possible buys (because it is on Gilder's list) that it was not one of my favorites because they still had too much of their business in the old telecom world.

I will bet now that when they break down LU's numbers the area that failed them is the old telecom equipment sector. Can anyone imagine it was the fibre or CDMA side of the business?
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