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

To: marginmike who wrote (45221)	10/18/1999 6:53:00 PM
From: jmanvegas	Read Replies (1) \| Respond to of 152472

MM: I'm not talking about the old guard tech names like Dell - I'm referring to the new guard like optical infrastructure plays (HLIT, JDSU, etc.). When the market turns and it will, those are the kinds of names that will turn with a vengeance. Who needs to invest in box makers with declining margins. I've got better things to do with my money. As far as CNBC and their reporters, they read their cue cards - monkeys could do that. If they did, they wouldn't be working for GE sitting on a perch at the Big Board commentating about what they haven't a clue about. Now CNBC is showing a countdown in hours, minutes, and seconds for the release of the CPI report. Ludicrous and shabby financial reporting. Getting to be one big soap opera over there. Time for me to watch some serious reporting - Jerry Springer anyone? jmanvegas

To: marginmike who wrote (45221)	10/18/1999 7:20:00 PM
From: limtex	Read Replies (1) \| Respond to of 152472

mm- my guess is that Dell warning is expected. The box makers except AAPL are going to have a very hard time of it from now on. They'll still sell loadsof PCs but the margins are going to be under relentless preasure. Look how many are in the market now. Look at PC magazine...must be dozens of serious maunfacturers and the differences between their products is negligible compared to the similarities. OK some might have been first off the mark with web sales and that held them up for a bit longer but in the medium/long term these guys don't have much of a franchise. Tech means IPR and thats that. No IPR no Buck Rogers ( to quote from the Right Stuff). Knowledge is the right to profit. No knowledge then you are just entitled to earn a living if you work very very hard. Voltaire has it nailed IMHO the houses run the market and Dell won't seriously rock the boat. MSFT, INTC, CSCO, IBM, MOT, HP, TXN could make things unpleasant but not Dell IMHO. BTW pls remember what Gregg said in one of his last posts about Q4 !!!!!!! Best regards, L