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

To: Boplicity who wrote (40870)	9/14/1999 10:01:00 AM
From: marginmike	Read Replies (3) \| Respond to of 152472

gregory it is very easy to get shaken from this puppy. This has happened before it will happen again. I bought calls yesterday, it was one of the toughest things Ive done in a long time. If it were easy nobody would ever sell the good stocks. Keep the fact that THE NUMBERS dont lie, whille almost everyone else does!

To: Boplicity who wrote (40870)	9/14/1999 10:35:00 AM
From: cfoe	Read Replies (1) \| Respond to of 152472

Clayton Christensen (The Innovator's Dilemma) said recently that the best disruptive model he has seen is to produce the capacity for other "disruptors." This is what he called the Intel model. It looks like QCOM has chosen this path. (In all the conversations about the handset division these last few days this path for QCOM did not occur to me.) Also, the concern about QCOM not being able to "push the development envelope" did not hurt Intel. Now that wireless gadgets are clearly in the "tornado" this may not bother QCOM either.