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To: Alohal who wrote (150683)1/7/2000 1:17:00 PM
From: Boplicity  Respond to of 176387
 
this is what I just wrote on the QCOM thread.. <<Thread, When I made first investment in March of last year in QCOM, I was telling the DELLHEAD's that the PC dominated high-tech market was over with, that is now very apparent now. What is happening and we will see more of it, is the transition period of the market getting used to the switch, will cause the market to sell down on the news from the PC sector. It is going to take a little while for the market to get used to the high-tech market dominated by wireless, the continued build out of the infrastructure of the net, (optical will be the main theme), and the brick to click movement. The semi-conductor book to bill ratio used to be dominated by the PC sector, this too is changing. You can see this transition happening in the way INTC and MSFT are acting. >>

greg