Qualcomm Incorporated (QCOM) Message Board

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Technology Stocks : Qualcomm Incorporated (QCOM)

QCOM 165.07

-1.0%

Nov 18 3:59 PM EST

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To: waverider who wrote (94891)	2/28/2001 8:01:15 PM
From: Skeeter Bug	Read Replies (1) of 152472

dh, i think you are right. however, facts are brutal and the fact is that msft's growth rate is down 85%. dell's is shrinking fast. csco's is shrinking. the trend is undeniable. everyone is betting against the trend... something i learned was very dangerous ;-) this year will be very interesting. i read alan.com touting the productivity numbers again - those numbers he turned from an economic measure to an economic / noneconomic mix of data. man, i don't know how he sleeps at night. "hedonic" pricing. 60 minutes will be talking about it in a few years. ;-)

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