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Strategies & Market Trends : Z Best Place to Talk Stocks -- Ignore unavailable to you. Want to Upgrade?

To: Larry S. who wrote (21757)	12/30/1999 12:42:00 PM
From: Ron McKinnon	Read Replies (1) \| Respond to of 53068

slowwwwwwwwwww day

To: Larry S. who wrote (21757)	12/30/1999 1:23:00 PM
From: charlie mcgeehan	Respond to of 53068

hi larry i first bought idc @ 16. after doing my research i asked myself could idc take 15-20% of the business away from qcom. i believe they can and i still think there is value in buying this stock although i will wait for the pullback to buy more. on another note if you like the potential of this stock taking on a huge competitor you might like to look at mcony. gec spun this division off after selling their defence division to british aerospace. they only trade here as an adr but i believe it will be only a short time until they are listed. imo they are going to be a gorilla and they will through acquisitions be going after csco. as always do your own dd later charlie