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Strategies & Market Trends : Gorilla and King Portfolio Candidates
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To: EnricoPalazzo who wrote (42672)5/15/2001 5:46:34 PM
From: gdichaz  Read Replies (1) of 54805
 
ardethan: Strongly recommend that if you are even slightly serious about Qualcomm, you check where Qualcomm is the subject - the Q threads.

Re: your request however, the Q "collapse" as you call it had little to do with China and much to do with the run up in the general irrational exuberance coming back to reality.

That reality excluded China BTW.

Now China is reality and that means a sea change in the future with regard to CDMA 2000 worldwide. Only Europe which is hunkered behind its moat is "safe" for other 3G.

In the nonsense such as what is "in" and what is "out", CDMA 2000 is now in and any other wireless whatever its label is out.

But just IMO of course.

Let's see what happens.

Best.

Cha2
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