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Strategies & Market Trends : Booms, Busts, and Recoveries
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To: brian h who wrote (61550)4/3/2005 6:00:45 PM
From: TobagoJack  Read Replies (1) of 74559
 
thanks much brian h, <<Make sure you understand QCOM is the only provider that can do HSDPA. Others are at least 6 months to 2 years behind>>

... you made my non-investment case, since 24 months lead isn't much to begin with, even in electronics, and certainly is not enough margin for error in most serious activities, and definitely not time sufficient to ramp to meaningful distribution of dividends, unless QCOM falls by at least 50-80% in share price as compensation.

Chugs, Jay
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