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

To: FedWatcher who wrote (26763)4/11/1999 8:38:00 PM
From: marginmike  Read Replies (1) | Respond to of 152472
 
Its scarry how incorrect the press is. I remember 3-4 months ago everyone kept recomending Compaq. I would think to myself Why? They are in a business that is past its peak, they are not even in the top three in their respective business. They are trading at 30Pe and growing at less then 10%. I hate the PC business, but as an advisor I would take DELL, or SUNW any day over CPQ. Dell kills them in direct, and SUNW kills them in Big business. I know think LUCENT will be the next to show its real colors!



To: FedWatcher who wrote (26763)4/11/1999 8:39:00 PM
From: idler  Respond to of 152472
 
"if Motorola and Nokia take away some of Qualcomm's phone business, the new royalty revenue Qualcomm will receive won't necessarily compensate." There seems to be an implicit assumption in all these articles about competition in the handset market that Q can't compete against the "big boys." This may underestimate Q's abilities. Isn't Q coming out with some great new products? And it seems to be pretty agile.


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