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Technology Stocks : Intermec Inc. (formerly Unova Corporation)

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To: 16yearcycle who wrote (12)8/6/2005 12:59:33 PM
From: Cooters  Read Replies (1) of 222
 
Hello old QCOM friend. I've been digging for another QCOM for years, this is it, although probably on a smaller scale. Then again, who knows how big the end market for RFID equipment could be.

FWIW, I think there is also another Cisco in the making in Sonus Networks, SONS. They report Monday, I can only hope they are ready to start showing results like UNA. In Unova's case, it just seemed to good to be true, so I waited until the market confirmed my view. I've been more aggressive with SONS since they have revenue recognition issues. Maybe I should have waited there too for some market confirmation.

Anyway, welcome.

Cooters
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