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

To: Eric Daniels who wrote (27540)	4/20/1999 2:28:00 AM
From: scott	Read Replies (1) \| Respond to of 152472

<<Qcom Leap carries with it the right to 25 shares of LWIN in addition to 100 shares of QCOM.>> Thanx for the responses; Eric, Ibexx, and Jon. With regards to the OT AOL talk: I just want to chime in with a not very objective opinion. I tried AOL as my first service provider. They were so lousy that I switched. Upon moving to Montana, I tried them again. After dropped connections, sh*tty service, busy signals, I switched again. Upon moving to Idaho I did the same thing. I'm afraid I get really disgusted when I think about them. Because all the way up I was tempted to invest, but was prejudiced by what I believed to be a lousy product. I believe their success depends on Internet supply for the dumb masses. As soon as the internet dumbs down (becomes totally user friendly for the masses), then perhaps they will loose their edge. As the internet evolves, we don't know what AOL will evolve into. Nor do we know how other media companies will evolve. It is not to hard to see other media companies doing as well as AOL (like CBS, Time Warner, DIS, etc.) doing the same thing as AOL. BUT! I have been wrong about the internut stocks. I have only invested in the infrastructure providers. But done pretty well there. I still think that as internet use expands (interactivity, streaming video, movies on demand, mass consumer use in front of TV, etc), that the infrastructure plays will be solid (despite the current "tech wreck"). I think my next investment is going to be Level3 Comm (LVLT). They will control a lot of the piping and they seem to have a great business model from international to select local markets. I will wait to see which content providers come to ascendancy. In my opinion the content provider part is still in the internut phase.