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Non-Tech : The Critical Investing Workshop

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To: djia101362 who wrote (16737)	4/27/2000 11:06:00 PM
From: Jim Willie CB	Read Replies (2) of 35685

QCOM is between a fast gear and a much faster gear ever change gears and not find the next one so quickly? HDR will change the landscape of wireless forever it will also change the landscape of QCOM visavis phone suppliers JDSU is running on all cylinders but JDSU is trading at 62 times sales and QCOM is trading at 20 times sales I personally cannot justify buying JDSU here but I also bet JDSU outperforms QCOM in next two months I also bet QCOM outperforms JDSU from here in next 12 months a strange horse race between these two upcoming giants JDSU was ahead all winter QCOM was ahead all last summer and autumn, and recently / JW

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