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Strategies & Market Trends : Options
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To: SecularBull who wrote (1650)1/25/2000 8:20:00 AM
From: RocketMan  Read Replies (1) of 8096
 
I disagree about CSCO and QCOM, based on their value stream. I don't think a gorilla is overvalued in the early part of the s-adoption curve. What's hard is to figure out what its valuation should be, because it is hard to predict its revenue stream from products that are still on the drawing boards. For example, what will QCOM's revenue stream be from small handheld devices that work as TV's, cellular video phones, PDAs, and smart credit cards, all linked through CDMA protocols and operating at HDR rates?

Once the adoption curve starts inflecting the other way, then you have a problem.

What are your top three or four fiber plays?
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