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

To: limtex who wrote (97536)	4/16/2001 9:48:29 PM
From: marginmike	Read Replies (1) \| Respond to of 152472

My style getting brusque had less to do with the CFZ then with Bulls obnaxious attacks at me. When you tell people things they dont want to hear they can get quite nasty. You, yourself have experienced. I am also worn out by this market that makes bleeding rocks look easy. I do apologize, though for my brusqueness. It is quite unaceptable. I think Qcom is a GREAT company, I just dont know what any stock is worth, so how could I price Q? CSCO has a 100 billion cap it used to be 450. I think Q will hang in there, but Tech is a mess and its not going to get better any time soon.

To: limtex who wrote (97536)	4/16/2001 10:45:16 PM
From: Ibexx	Read Replies (1) \| Respond to of 152472

limtex, OTOT - CSCO No doubt CSCO has been severely impacted by the current economic downturn, but those who follow (and invest in) the network sector would be hard pressed to disagree that Juniper Networks has been eating their lunch - gaining market shares steadily and significantly from CSCO in the core routers market. It worries me that a company of CSCO's size couldn't grow cutting-edge innovations from within, and has had to depend on costly acquisitions. How would they switch to different skill sets efficiently? And what would they do if their currency (namely, the Cisco stock) becomes severely devalued as what has happened now? One needs to be somewhat well versed in the network sector to appreciate the profound changes things in the competitive landscape. These were the issues I was referring to when I wrote that Cisco's problems are partially company specific. A NYTimes article fresh from the press, among numerous others, may help to illustrate my point. (see last paragraph) nytimes.com "Richard Shannon of Epoch Partners, an investment bank in San Francisco, said some of Cisco's competitors, like Juniper Networks, were more focused and might be able to escape Cisco's problems. Ibexx PS: Let this be the last note from me on CSCO. :-)