jbde

Four Dying Silicon Valley Companies

Whether a company is going to be around or not is not the point. The questions is: will be it worth investing in?

They all survive INTC needs to have AMD around.
YHOO is still a dominant portal - just needs monetization.
JAVA has underlying contracts and JAVA language
PALM is still innovative and has a following.

It's all kind of like saying AAPL is dying because MAC's cannot compete with the commodity nature of PC's. The 'mystique' of AAPL products that adds cache value cannot weather the storm. But the iPhone is another story - real functionality and innovation. RIMM benefits from flattering AAPL's [immitation] and moving into consumer space. These devices will morph into 'portable computers' and will jump in demand when Wi-MAX [or similar] networks dramatically add bandwidth with everything on one network - the internet. Would anyone be sorry if QCOM went away? Try CLWR [CLWRD] instead. With backers like INTC and CSCO, it may take some time, but it will happen.