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

To: t2 who wrote (44405)	10/12/1999 10:41:00 PM
From: Jim Willie CB	Respond to of 152472

T2, excellent point that a small outflow of Intel money will push QCOM nicely I guess about 5:1 or 7:1 difference in marketcap favoring INTC... trouble is, it takes time to exit one stock and enter another... money migration usually is out of one stock, onto sidelines, much deliberation, then into new stock not only Intel money, but significant Microsoft money will find its way into QCOM... methinks MSFT will slowly evolve into a Genl Electric type conglomerate Uniphase may not have such a lock on its kingdom as Qualcomm will have on the wireless world... Cisco is to JDSU as Intel AND Microsoft combined is to QCOM / Jim