CDMA, Qualcomm, [Hong Kong, Korea, LA] THE MARKET TEST! Message Board

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Technology Stocks : CDMA, Qualcomm, [Hong Kong, Korea, LA] THE MARKET TEST!

QCOM 174.81

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Dec 26 9:30 AM EST

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To: Ramsey Su who wrote (1097)	11/8/1996 12:41:00 AM
From: jweiner	1 Recommendation of 1819

rs, A fund is the only sane way to play china. Too many profiteers to sift through as an amatuer. Mobius is as good a manager as they get for developing economy analysis. Other than Hopewell (?-hk construction firm) i don't recall what he has in the portfolio. The question in developing economies is usually how does revenue get allocated to shareholders in something like the fashion that we've grown accustomed to in our more fluid markets. I do wonder how US companies intend to audit and collect on their arrangements there-I am aware of difficulties with this in the design and construction industry (clash of business culture needs to be worked out i guess) jw

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