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


To: gdichaz who wrote (15343)9/22/1998 2:34:00 PM
From: marginmike  Read Replies (2) | Respond to of 152472
 
I agree, I think Nokia is a great company I even like Erickson at these levels. However you cant compare Nokia to Qcom in terms of Size or growth potential. Tero, and dave seem to think that because Nokia is bigger then they are better situated. In actuality for rapid growth id rather be smaller. Tell Micheal Dell that he couldnt compete against IBM, Compaq, and Digital. I also think that Nokia and Erickson compete more against Lucent, and Nortel then they do the Q. I frankly would put my bets on LUcent over any of them. In the areana of infastructure is the only area's in which Nokia's size is an advantage.



To: gdichaz who wrote (15343)9/22/1998 2:41:00 PM
From: marginmike  Read Replies (1) | Respond to of 152472
 
One more point regarding Lucent. It is not what I prefer to happen, but I really think LU will buy qcom. If that indeed occurs, I think that LU/Qcom combo will eat Eurotrash for lunch. Could you imagine if the Qcom phones had the Lucent name on them?