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: FlameMe who wrote (39621)	9/3/1999 1:32:00 AM
From: cfoe	Read Replies (1) \| Respond to of 152472

I attended a dinner this past spring where the speaker was one of the "founders" of Silicon Valley venture capital investing. He gave three laws of the new Internet-driven economy. I think the 2nd one is relevant when judging the valuation of the market, S&P 500, Nasdaq 100, ot the Q. It is becoming more and more a "winner take all" economy. There will be more MSFT-type companies, not less. If this is so, then we should be seeing a split stock market - one for the winners (a group in which QCOM definitely belongs) and one for all the rest.