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To: techguerrilla who wrote (10752)4/3/2000 10:42:00 PM
From: Voltaire  Read Replies (5) | Respond to of 35685
 
Hi TG,

fundamentally I never have a clue but logically it would be QCOM because all it is going to take is for NOK or T to come around in some form and we are headed for a 75 point day. I don't feel there is any contest here. I think it will be next quarter when Q really begins to lay out and run like IIIIIIIIIIIII need it to.

V



To: techguerrilla who wrote (10752)4/4/2000 3:17:00 AM
From: Jim Willie CB  Read Replies (1) | Respond to of 35685
 
bear in mind that Uniphase has a strong position in the marketplace
but it has almost NO hermetically sealed patent protection
I expect JDSU will be seeing nibbling competition really soon
some minor inquisition problems with ETEK now

my answer: unequivocally QCOM

hey, how was Fidel?
is he still a jagoff?
where'all (working on my southern) did y'all go?
did I miss a brief report on jovencitas?
did you fly out of Puerto Rico or someplace?
/ Jim


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