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To: DownSouth who wrote (31694)11/5/1999 9:41:00 AM
From: J. P.  Read Replies (1) | Respond to of 74651
 
I agree on QCOM, wireless communications/handsets is a very hot international market, and it's almost annuity business because people throw them away every year or two. And it's a good business in places where there is no infrastructure, like places in the far east.

I did some consulting at Nokia, and they were maxing their production of handsets 24/7 and could not keep up with the demand.