Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Strategies & Market Trends : Gorilla and King Portfolio Candidates -- Ignore unavailable to you. Want to Upgrade?

To: gdichaz who wrote (1273)	4/12/1999 2:20:00 PM
From: LindyBill	Read Replies (2) \| Respond to of 54805

INTC is taking a bath. Wonder if it is CPQ, a bad report coming, or both. Q has got some support, obviously. The anti'Q posters keep pounding the Chinese situation, which is a short-term worry. When I originally talked about Q on this thread, I brought up as a hurdle, that could really make the price volatile, the whole Asian situation. You are dealing with thugs in a lot of those countries. The question of where Q will make its money is very open. We are dealing with an open, proprietary, system that Q gets royalties on. The other companies could make a better phone than Q, and sell it cheaper, but they would still have to pay a royalty. Should Q get out of the mfg. business, and just collect royalties, make the guts only, or continue to make the phones? This must be a subject of intense debate within the company.