SI
SI
discoversearch

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.
Strategies & Market Trends : Gorilla and King Portfolio Candidates
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: LindyBill who wrote (32323)9/25/2000 7:14:48 PM
From: gdichaz  Read Replies (1) of 54805
 
LindyBill: Re: Qualcomm. Fair enough.

Despite my coiled spring comment and my feeling that the downside is currently much more limited than the upside, I would agree that as far as China and Korea are concerned, words matter little (or more realistically - not at all), action and flow of funds are what matter.

And to me, data is key. Therefore I see the adoption of 1x in Korea and then in Japan (and perhaps, just perhaps in China) as a progression with the US not until next summer. And then HDR (1xEV) to follow up to a year later.

So I see no sudden move. But then, I have been wrong before and may well be wrong now. That is why I prefer to err on the safe side - which I see as in not out.

Best.

Cha2
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  

HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2025 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News