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


To: Voltaire who wrote (50483)11/16/1999 9:54:00 PM
From: MileHigh  Respond to of 152472
 
V,

I'm not laughing at you! I just think next year is a bit soon for $450B market cap, but that is an opinion as well. I hope you are right though.

Read my previous post on INTC. I do think at 30,000 feet and understand that Q is setting themselves up to be the INTC of the wireless semi world. But I do not think INTC is going to roll over and play dead. Desktops will always be sold but what do you bet that high end desktop model sales growth drops from here and never recovers? I bet I am right.

This will kill an INTC as they can not cut costs fast enough on a declining sales base. They will sell more and more of the low end chips where the margins suck.

What does this have to do with QCOM? A lot!

I feel very comfortable here, as do you and others!

Regards,

MileHigh



To: Voltaire who wrote (50483)11/16/1999 11:17:00 PM
From: Jim Willie CB  Respond to of 152472
 
Man of Volts, I smell the first trillion dollar company by year 2007-2008 / JW