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Technology Stocks : Qualcomm Incorporated (QCOM)
QCOM 159.42-1.2%Jan 16 9:30 AM EST
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To: marginmike who wrote (103956)9/6/2001 3:23:31 PM
From: Jordan Levitt  Read Replies (2) of 152472
 
Mike,

I think that you make a good point about the just how quickly earnings expectations can change, especially in this environment. However, I think that this management team stands heads and shoulders above the group at Broadcom.

I also feel that there is a better chance of the wireless buildout resuming than there is for the communications chip sector.
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