Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : Intel Corporation (INTC) -- Ignore unavailable to you. Want to Upgrade?

To: Yaacov who wrote (128255)	2/24/2001 3:44:29 PM
From: Paul Engel	Read Replies (1) \| Respond to of 186894

Yaacov - Re: "Emerging leaders? there are no emerging leaders, there are only survivors and the dead. " Very well phrased !! There is a lot of truth in your comment. Paul

To: Yaacov who wrote (128255)	2/24/2001 6:29:30 PM
From: Ibexx	Read Replies (1) \| Respond to of 186894

Hi Yaacov, SEMI-OTOT First, I wish to echo Paul E.'s response to your excellent remarks. Re. survivors are INTC. CSCO. ORCL. SUNW. MSFT. DELL. CPQ. IBM. HWP. Q-COmm. I am glad you included the last one, QCOM, on your survisors list, especially in light of what happened at Cannes's GSM conference last week. From your vantage point, could you share with us just how optimistic (or pessimistic) are you about the migration of GSM=>wCDMA in Europe? Any chance of weakening of control by EU telcos re. the third-generation (3G) wireless standard? An European perspective from an objective and well-seasoned investor would be very valuable! Thanks in advance for any comments you may have. Ibexx