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Strategies & Market Trends : Zeev's Turnips - No Politics

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To: mishedlo who wrote (84576)6/24/2002 9:24:33 PM
From: t2  Read Replies (1) of 99280
 
Mish, I would say QCOM is the one to watch, not Microsoft.

QCOM also makes up a good percentage of the Nasdaq100 as well. Its growth story may still be ahead of it.
Higher speed wireless connections based upon QCOM technology. Could be just the beginning.
Note the speeds are faster than the dial up modems. Could mean one only needs a cell phone connection for telephone and internet. Notebooks can be hooked up to the cell phones for internet. My theory is that this is trouble for the baby bells and maybe even cable; just a matter of time before speeds improve than those noted in this story.

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