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Strategies & Market Trends : Technical analysis for shorts & longs
SPY 689.100.0%4:00 PM EST
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To: Johnny Canuck who wrote (14970)12/15/1997 5:43:00 PM
From: Clint E.  Read Replies (2) of 69962
 
Hi Harry. Yes, you are right. I am very short-term oriented. Quick hit & run and try to avoid disasters before they happen.

One reason that I don't post my read of NAZ on SI anymore is because I am more understood within our email group, at least majority of times. So, instead of doing a page-long discussion of why I think we will reverse....,, I can just state my opinion and assume others use it as fit. When I use upper case like I did today that means I am very comfortable and confident with my call.

As far as the CDMA report, I read it. I also gave a copy to a marketing friend and I am waiting for his comments. He knows a lot more about the specifics of CDMA build out.

I agree with most of it. Korea is a wild card, IMO. Latin America will be a strong growing market in 98. Japan won't happen as swiftly as most expect. Have you ever worked with a Japanese telecom customer? At least MOT doesn't have to deal with NTT this time!!!

Subscriber growth in 97 has already surpassed everyone's expectations including QCOM. No reason why 98 should be any less successful. As far as BTS growth in 98, Sprint has been more aggressive and will end up with a bigger piece of the CDMA pie in the US. I use their system in DFW area and I am very happy with it.

>>>Early industry views suggesting the digitalization of wireless (particularly in CDMA) would lead to commoditization may be off base.

Strongly agree.

Later;

Clint
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