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

To: LindyBill who wrote (2318)10/14/1999 12:43:00 PM
From: Boplicity  Respond to of 13582
 
re: They have the lead, and this is not a commodity situation.

Not now but surely you see that it will be. Since I see ASICs as a commodity biz. at some time, QCOM will get out the ASIC biz. the problem is they will have nothing to sell when they do, unlike the handset, and infur. divisions. Maybe I'm wrong QCOM could sell the right to manufacture, but it could be worth less then it is now, once it does become a commodity biz.

G


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