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To: Maurice Winn who wrote (1117)3/29/1999 3:19:00 PM
From: Bill Fischofer  Read Replies (1) | Respond to of 5853
 
Great stump speech

Applying for a GTR internship? :)

I agree that QCOM is a rising star. But once again you're falling victim to the zero-sum illusion. Because someone's piece of the pie is obviously growing you assume that someone else's must necessarily be shrinking. What is happening, however, is that the pie itself is growing rapidly and everyone is benefiting from that growth.



To: Maurice Winn who wrote (1117)3/29/1999 4:26:00 PM
From: John Stichnoth  Read Replies (1) | Respond to of 5853
 
Maurice, you got one thing wrong:

A4 sized notebook computers will dominate

As long as laptops have those half-assed keyboards, people will still want to work off of their desktop PC's. Now, if someone came out with a 1024 x 768 display on a 14 x 10.5 inch detachable TFT screen, with a 16 inch wide keyboard (with number keypad), in a one-inch thick machine weighing 2 lbs, that fits in your briefcase...

Best,
JS


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