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Pastimes : Home on the range where the buffalo roam

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To: Cactus Jack who wrote (11959)	3/27/2001 8:56:13 AM
From: Boplicity	Read Replies (1) of 13572

re: Do you see any tech sectors growing in the next year irrespective of the current malaise I wish I knew it's too soon to say since what's happening is so new and not well understood yet. THGI just made a new 52 week high, so others in it's area might be doing well. Also, Infrastructure for cellular industry has been picking up, but the companies that supply it are hurting from slowing in other areas. I really believe the QCOM (How timely I just saw the below) will not drop much further and will out perform the market if and when it recovers, which it will. I also feel the PC price war will lead to more PC's being sold, thus more dram, and will also lead to DELL stealing market share. The risk now is not in an inventory correction slow down, it's in a fear and over capacity led continuation of the selling. <<08:58 ET QUALCOMM (QCOM) 56 5/8: -- Update -- Wall St Journal online reporting that China Unicom (CHU) will spend 20 bln yuan, or $2.42 bln, to build out its CDMA network by 2002; in mid-February a CHU executive cited a figure of $1.8 bln>> No time to spell check, Be

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