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

To: SKIP PAUL who wrote (2733)10/27/1999 7:57:00 AM
From: Jim Willie CB  Read Replies (1) | Respond to of 13582
 
I see LU and QCOM complementing each other nicely

LU will be strong in most connecting gut systems
QCOM will own the heart of all devices

eventually Lucent should see theQ as leaders and get behind Qualcomm in much the same peaceful and supportive way that Cisco got behind the Microsoft/Intel duopoly

this is gonna be a big pie to share
but theQ gorilla is likely to dine first at the wireless table

I am confused though with Cisco's announcement
my interpretation is that Cisco would like to establish some superhighways that run parallel with but separate from the noisy data/voice streams traveling on Qcom roadways

good signs that giants Lucent and Cisco are restless
/ Jim



To: SKIP PAUL who wrote (2733)10/27/1999 8:49:00 AM
From: marginmike  Read Replies (1) | Respond to of 13582
 
"I listened to the latter 2/3rd of the LU cc. Didn't hear that comment. Where did you hear it?"

CNBC interview with CEO


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