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To: Boplicity who wrote (56361)12/23/1999 12:00:00 PM
From: RocketMan  Read Replies (1) | Respond to of 152472
 
OT One thing that is escaping attention is how AOL is posturing itself to provide wireless services with their "AOL Anywhere" strategy. They have struck a few deals over the last year to facilitate that, the last one the acquisition of MapQuest, which will give them the capability to provide real time mapping capability to devices, presumably tied in to GPS. We are far from hearing the last from AOL. However, given their strategy for mass services, I suspect they will not jump in big time until wireless gains more of the market.



To: Boplicity who wrote (56361)12/23/1999 12:03:00 PM
From: Annette  Read Replies (1) | Respond to of 152472
 
OT--
I would like to get at least one more 'pop' with the Xmas ecommerce figures for AOL... Then unless Steve Case has some voodoo up his sleeve, they will become "America Like Everyone Else Online" ...would that be a reason to sell? I think so.



To: Boplicity who wrote (56361)12/23/1999 1:21:00 PM
From: JohnQInvestor  Read Replies (1) | Respond to of 152472
 
Hi Greg, you know, I was just wondering the same thing.
right now im in dell,aol,and recently entered Q and jdsu.
I am seriously thinking about selling dell and buying more
Q, but if I do, ill have too many eggs in one basket,
especially if Q tanks.(dont think it will though)
my gut feeling since dell has been flat this year(compared to last year at least)that it appears that the big money is going to stay with the internet and telecom or semicondutor industry just like last year computers were it(Dell).
Im not sure what valueline says is the most timely industry
right now, but Ill bet its not computers,rather(internet or semis) thats why I really believe that aol will outdo dell this year and im really hoping that Q will continue to fly and outdo both of them. Im not slighting dell, I just have
some personal reasons that I may have to sell.
I think that Valueline might be a goldmine for picking the hot sector and the most "timely stock in the timely sector" as they put it.Q and JDSU were there and if you mix that with the motley fool idea of picking the ibd highest ranked relative strength stocks in that valueline most timely sector, you might just have a pretty simple mechanical model for some nice yearly gains.

what do you think Greg? anyone have any comments?
thanks, Dan.