Qualcomm Incorporated (QCOM) Message Board

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Technology Stocks : Qualcomm Incorporated (QCOM)

QCOM 163.32

+2.3%

Nov 21 9:30 AM EST

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To: marginmike who wrote (84806)	10/25/2000 10:46:01 PM
From: slacker711	Read Replies (3) of 152472

Last time I checked PC,Cellphones, and other tech's are all dependent on Energy IE oil. What percentage of a PC/Cellphone's costs are associated with energy? I dont think the number is very high. Oil will have an impact on the economy in terms of the cost of shipping, travel, and heating your home....but the direct impact on high-tech is small. Again, eventually high-tech will feel the effect as demand falls off, but I dont think your premise that the margins of high-tech companies are going to be squeezed due to rising inflation is correct. JMO.... Slacker

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