Intel Corporation (INTC) Message Board

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Technology Stocks : Intel Corporation (INTC)

INTC 37.81

-4.3%

Dec 12 9:30 AM EST

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To: Paul Engel who wrote (63803)	9/2/1998 8:27:00 PM
From: nihil	Read Replies (1) of 186894

OT RE: Qualcomm Agree that QCOM qualifies as a techstock of interest, but compto MSFT, INTC, and DELL it is much dominant in its market, although its technology looks like it ought to be. The quarrel between EU (backing ERICY and QCOM trying to protect or leverage it IP is big and unpredictable. If ERICY carries out its plan to abuse QCOM's IP, then QCOM can use U.S. trade law to exclude ERICY products from the U.S. market. Real big politico-economic-technological fight coming. Outcome uncertain, hence too much risk in QCOM for its present valuation (but I refuse to stay out of it). Admitted much better now for us than a few weeks ago.

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