Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: engineer who wrote (39012)	8/30/1999 11:38:00 AM
From: Wyätt Gwyön	Read Replies (2) \| Respond to of 152472

My first stab at TvEyes, which just informed me of this latest?? QCOM blurb on CNBC: tveyes.com Edit your keyword list CNBC 8/30/99 - 11:25:33 AM .....I'd hate to own them in a big way. I think you have to be exposed to the sector. And we have done so by being in some of the sell -- semiconductor companies and software companies and others. Consuelo: With one minute left, i know telecom is one of trends you're following as well. What are your picks there m. >> Well, our biggest investment is in qualcomm which is the i.P., The intellectual property, leader i think in the wireless space with a lot of patents, 800 or 900 patents. They own the cdma technology. When you go out and upgrade to the digital phone, digital equals qualcomm because they own the technology. Consuelo: All right. And adc telecom and nextel? >> An important supplier of the components, building blocks of really of all of the telecom area, you know, wireless, wire, cable as well as voice data and video. Consuelo: And nextel. >> Of course, it's got digital network throughout the united states and a lot of advantages in their network that others don't have. Consuelo: I'm quickly looking down the list of stocks you just recommended. Only one down is novellus. All the others are up a fraction or more. Graham tanaka, we'll see what happens. The debate continues. Thank you very much for joining us. >> Thank you. Consuelo: Thanks to graham tanaka, president of tanaka capital management. Kevin: Well, the internet's stocks taking a hit today, ..... Copyright © 1999 TVEyes.com, LLC All rights reserved. Questions, comments, or suggestions? Send us feedback.