VOLTAIRE'S PORCH-MODERATED Message Board

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Strategies & Market Trends : VOLTAIRE'S PORCH-MODERATED

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To: mtnlady who wrote (9134)	10/24/2000 10:28:49 PM
From: Boplicity	Read Replies (1) of 65232

re: . And for the folks that follow the industry - our perception hasn't changed either. ONLY THE MARKET HAS CHANGED. That's not entirely true. The economy is slowing, DSL sector has problems and the promise of broadband is not happening as fast as people thought it would (one of the reason to have fat pipes) and small providers and some large ones such as Ameritech/SBC and AT&T. Sure you can make the argument for the "must upgrade mode", but that can't go on forever, sooner or later the bottom line becomes more important. If you want an example of the what Wall Street short sightedness does to an industry, look not further to the oil industry. They will not even poke holes in the ground unless they make sense at $11 b. So you have the market looking forward as it always does. It's not about now, it's about next year. One more comment. Perception is everything in the Market. So until we see something to change the perception, then situation will not change, no matter what the industry is saying. It all comes down to buying ambiguity as opposed to buying promise. QCOM is a perfect example of the last statement. Greg

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