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Strategies & Market Trends : Gorilla and King Portfolio Candidates
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To: Rick who wrote (25600)5/30/2000 11:34:00 PM
From: mauser96  Read Replies (1) of 54805
 
Trying to figure out exactly what's going on in China is like attempting to isolate one strand from a bowl of spaghetti. We think of China as totally monolithic but there are various competing factions there just as there are in the rest of the world.
I've been hearing stories about the Chinese market for decades. Like a mirage, it tends to vanish when you start to get close. Someday I'm sure China will have great purchasing power, but I could have said the same thing 30 years ago. Personally I pay little attention to the news from there. It's hard enough to make sense of the news from your own country and culture. We all know how often the news is distorted or just plain wrong, and in the case of China most of us lack the knowledge to make judgements on these issues. I suspect that QCOM will eventually get much of the Chinese business because their military is likely to prefer it. In any case with China a member of the WTO they will have to start paying for use of IP, which is also good for QCOM. Gdichaz seems to have the present situation figured out well,but I think that it might be a mistake to let news about the role of China play a significant part in investment decisions about QCOM. As the immortal line in the movie goes , "Show Me The Money". Pay attention to their deeds not their words.
For the record, I no longer own any QCOM, having sold all my shares in February and March.. I'm watching, and will strongly consider buying back if I see signs of a second tornado forming.
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