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Technology Stocks : The New Qualcomm - a S&P500 company -- Ignore unavailable to you. Want to Upgrade?

To: MileHigh who wrote (1473)	9/13/1999 5:09:00 PM
From: mmeggs	Respond to of 13582

No no, the fact that he disagrees with my view makes me not like him as a person. <g> I think he is unintelligent because he claims Q's ASIC share is going to 43% in 2000 when neither Nokia or Motorola has been able to ship an ASIC competitive to Q's. I also think he has consistently ignored the value of royalties Q would derive were either of those companies to finally ship a competitive product, and overestimated the importance of handsets to the business model. BWDIK, I'm just a broker.... mmeggs P.S. Contrary to popular perception, there is no forewarning given to a firm's brokers before an analyst dogs your largest position. (Unless I just work for a particularly honest firm.)