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Pastimes : Clown-Free Zone... sorry, no clowns allowed
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To: maceng2 who wrote (167104)5/21/2002 12:44:34 PM
From: marginmike  Read Replies (1) of 436258
 
CDMA manufacturers with Asian customer base(QCOM,CNXT,RFMD,) are better plays then NSM in my opinion. A long Qcom short NOK trade is a pretty good play if you want to be long. CDMA is really catching a bid, Sub numbers for 3G in Japan and Korea very strong, Qcom also gets paid in non us currency which should buffet them from dollar debalacle.
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