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Technology Stocks : The New Qualcomm - a S&P500 company -- Ignore unavailable to you. Want to Upgrade?


To: Eric L who wrote (11555)6/5/2000 11:59:00 AM
From: gdichaz  Read Replies (1) | Respond to of 13582
 
Eric L: A pleasure as always. (Request forgiveness Ramsey for that personal comment - but just seemed right somehow)

Now to substance.

Yes, the timetable you outline seems valid.

Also agree that VOD is a key and probably "the" key.

Again since I look to Asia, not Europe, I am perhaps less interested in what VOD does, and most interested in what Korea, Japan, and eventually China does.

I expect nothing, repeat, nothing in Europe.

The barriers will hold IMO.

The rest of the world is where Qualcomm will win.

Europe then may come in wounded and limping later. But who knows, and no way to I count on anything there.

Except perhaps the "Nordic" [what a joke of a name] 450 k.

Best.

Chaz