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


To: Stock Farmer who wrote (103551)9/1/2001 11:06:17 PM
From: Maurice Winn  Respond to of 152472
 
<Which means that the incumbent big guys will dominate against a host of successful but [relatively] small, disproportionately noisy, ever-present and always annoying competitors. One of which will emerge as a big guy too, displacing one of the other big guys, and ultimately indistinguishable from the other big guys, despite highly differentiated origins.>

Yes. Way back in 1996 there is a post I wrote describing the demise of QUALCOMM. We are already 5 years closer. I was thinking then in terms of 20 years or so from 1996.

But it isn't the displacement of one of the big guys, it's a whole new world with mass displacement taking place. I imagine QUALCOMM is like IBM in 1950 before their boom [maybe it was 1960 - don't know the history]. In 2020, QUALCOMM will be just another company struggling for a buck, with a bit of luck, like IBM today. Still doing fine, but just part of the corporate world.

Yes, the same, but different.

Trying to stay on top of the food chain,
Mq