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

To: qdog who wrote (7669)	1/29/1998 9:27:00 AM
From: kech	Respond to of 152472

Qdog- Thanks for your comments on Gilder, telecom, and convergence of data and voice. It sounds like your view is that it isn't going to happen the way Gilder sees it - or it least not in any reasonable time frame. Is that right? Still, it seems like surfer Mike's comments on Tellabs suggests that Tellabs takes it seriously enough to see - "well even if it does happen, we have the Steinbrenner box and other options to play". Do you think NT takes a similar approach? I haven't heard anything from DIGI on this topic and am just wondering whether they share your opinion, or just don't want to talk about a weak hand. It does sound though like LU has taken a position in a product that competes with CIENA and has, at least for now, outdone them. Tom