SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Technology Stocks : Qualcomm Incorporated (QCOM) -- Ignore unavailable to you. Want to Upgrade?


To: Maurice Winn who wrote (80786)9/19/2000 4:25:24 PM
From: David E. Taylor  Read Replies (2) | Respond to of 152472
 
Maurice:

I'm not sure the Chinese will do another reverse here. Seems to me that they can use the "carrot and stick" approach to extract better deals from both the GSM/TDMA and the CDMA camps.

I guess we'll find out soon enough. From the short term perspective, it would be nice if they don't reverse course until the Spinco IPO is done.

David T.



To: Maurice Winn who wrote (80786)9/19/2000 4:29:32 PM
From: marginmike  Read Replies (1) | Respond to of 152472
 
It almost feels like the good old days :)



To: Maurice Winn who wrote (80786)9/19/2000 4:39:37 PM
From: SpudFarmer  Respond to of 152472
 
For all it's worth, I agree. I'm shocked that the negative analysts haven't voiced their opinions yet. Korea is still an issue, and China isn't done. But there are many twists and turns still on the horizon which weigh heavily in Q's favor. Not much has changed from a month ago, other than perception.

There will be more buying opportunities, but the biggest mistake is to be out when one thinks they can "get it lower". This move was long overdue (and the drop to $55 was way over done), but there is still room to run. Q sparked the NASDAQ yesterday, which led to a small fire today. With a little wind, no telling what tomorrow may bring. I just hope the firemen don't open the hoses in the name of "moderation" and "irrational exuberance".

As for who got the best bargain...bragging rights only. Forget it, let's just make some $$$$$.

Q rocks, just a matter of time...