The Critical Investing Workshop Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Non-Tech : The Critical Investing Workshop

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: T L Comiskey who wrote (19838)	5/23/2000 2:32:00 PM
From: techguerrilla	Read Replies (1) of 35685

Tim, my take on China Unicom The Chinese are going to continue to play games with QCOM regarding CDMA. The bottom is, though, that THEY WANT IT. They just want a good deal. Period. It's clear that China's awful phone structure needs complete revamping. Patience! Something tells me that Jacobs' refusal to talk about China means serious negotiations are, in fact, occurring. Jacobs is smooth and understands the need to deliberately build Qualcomm's infrastructure. If the House passes PNTR for China tomorrow, all tech stocks will benefit. I see it this way: the Clinton-Jacobs HDR demo in North Carolina is a sign of Qualcomm's power and the understanding of that power by the highest levels of government. 1) PNTR (House, 5/23) 2) PNTR (Senate, 6/2) 3) Fed finishes business (6/28) 4) Silly summer selloff ends (7/4) 5) QCOM announces much better than expected earnings (late July) 6) Q rocks 7) Big Christmas cellphone orders get placed in August, September, October 8) QCOM announces whopping earnings (late October) 8) Q explodes! Just porchin' John

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next