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Technology Stocks : Qualcomm Incorporated (QCOM) -- Ignore unavailable to you. Want to Upgrade?

To: DownSouth who wrote (38116)8/17/1999 9:37:00 AM
From: DaveMG  Read Replies (1) | Respond to of 152472
 
in and out and in and out of RMBS)

Sounds exactly like the old Q days...

How does RMBS get away from it's dependence on Intel?

Q has more than IPR, ie industry leading CDMA ASICs, handsets, G*, Cinecomm, Omnitracs,LWIN.



To: DownSouth who wrote (38116)8/17/1999 12:16:00 PM
From: ribman  Read Replies (1) | Respond to of 152472
 
Rambus is my biggest holding behind Q. Has been for a year. I see Rambus as a buy and hold with a 2-3 year time horizon, much like Q was a couple of years ago. Rambus is a lot more volatile, and it seems that the short term FUD is worse than I remember with Q. It certainly has the potential to be a baby gorilla.


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