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: slacker711 who wrote (43127)	10/2/1999 11:46:00 AM
From: Wyätt Gwyön	Read Replies (1) \| Respond to of 152472

Are we missing anything from Tero's list anymore? Just the name Nokia!

To: slacker711 who wrote (43127)	10/2/1999 12:36:00 PM
From: Ruffian	Respond to of 152472

Bloomberg> Tech Stock Picks Shift Toward E-Commerce on PBS' 'Rukeyser' Owings Mills, Maryland, Oct. 1 (Bloomberg) -- The rising stars in the technology industry will be companies that help others convert into an Internet-dependent society, three analysts said on ''Wall Street Week With Louis Rukeyser.'' ''Technology is not about the computer, but what happens when we connect all the computers and the impact on society it has,'' Kevin Landis, portfolio manager at Firsthand Technology Funds, said on the Public Broadcasting System program. Landis is picking stocks that will move on the market's appetite for faster computer and telecommunications systems. He recommends Qualcomm Inc., developer of the world's second-most popular cell-phone technology; Concord Communications Inc., which makes software that spots bugs in computer networks; and TriQuint Semiconductor Inc., which makes high-speed telecommunications chips. At the same time, he says, he's staying away from personal- computer makers, despite profits that some investors have found in that sector. ''That market is getting a lot less sweet,'' he said. Other guests said PC makers need to push their focus to Internet infrastructure and providing consumer services to remain competitive as product prices drop. ''The model for PC manufacturing is shifting,'' said Jay Hoag, general partner at Technology Crossover Ventures. Hoag's selections center on electronic-commerce and include Internet consulting firm Viant Corp., car-shopping service Autoweb.com Inc. and lender Mortgage.com Inc. He said those companies provide traditional services over the Web, boosting their efficiency. John Doerr, a partner at Kleiner, Perkins, Caufield & Byers, said there's still a lot of growth ahead for larger, better-known tech companies as well. Despite conflicting opinions about whether Amazon.com Inc. will ever turn a profit, he thinks the biggest Internet retailer will perform well long-term. Doerr refuted comments made last week by Steven Ballmer, president of another company that he recommends, Microsoft Corp. Ballmer said at a conference that technology stocks, including Microsoft, were overvalued. ''I think he was wrong. It's still very, very early in this market of opportunity,'' Doerr said. After recent weeks of interest-rate concern and worries over profits from companies in most sectors, the guests agreed the ''mood swings'' in the market are going to continue. Investors looking for a steady path will find it tough to find. Said Landis: ''Get comfortable being uncomfortable.''

To: slacker711 who wrote (43127)	10/3/1999 9:53:00 AM
From: Bux	Read Replies (2) \| Respond to of 152472

Let's see....3.7oz, dual mode (PCS, analog), voice dialing, five line display, built-in browser, data capability (most likely upto 64kpbs), 150 hrs stand-by, vibrating ringer, Tegic T9 text input... Are we missing anything from Tero's list anymore? Aha! But time marches on. GSM phones are down to 3.14159 oz., 1000 hrs. standby, and a built-in variable speed vibrator that doubles as a silent ringer. And I haven't even mentioned the built in games and musical abilities. I'm sorry but CDMA phones can't compete. And how much does it cost? You see, CDMA is doomed to be a niche market! Are you listening? :-) Bux