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Strategies & Market Trends : Rande Is . . . HOME -- Ignore unavailable to you. Want to Upgrade?

To: jmiller099 who wrote (42145)	11/27/2000 8:58:09 AM
From: Rande Is	Read Replies (2) \| Respond to of 57584

JMiller. . . it isn't about today. The markets move on what is around the next corner. As I understand it, CDMA has lost out to GSM in some Asian countries. And GPRS and TDMA are the coming technologies. And it is the COMING technologies that are given the higher valuations, not the current state-of-the-art. Otherwise, everyone would be tripping over themselves to buy A.T.&T., WCOM and FON. Instead, take a look at the Price-to-sales ratios on HAND, RIMM, CORV, AETH, OPWV, etc. And as far as you not liking the call of QCOM short 400% higher, well. . . . not many did. But it was the right call by a long shot. And the logic behind it has been sound. . . like it or not. There WILL be better technologies coming. Meanwhile, I added QCOM to our Long-Term portfolio on October 13th at $65. So I am actually bullish on QCOM moving forward. At least to about $120. Thanks for your info. Rande Is

To: jmiller099 who wrote (42145)	11/28/2000 10:14:20 AM
From: Rande Is	Respond to of 57584

To all. . . . Regarding QCOM, CDMA and wireless technology. . . I am retracting and withholding all comment on wireless technology and on QCOM in particular until I have sufficient time to study this subject further. A good argument was made by one of our regulars that indicated that my view of the wireless technology picture might be askew. And with all that has been going on in my life the past year, it does not surprise me that with this quickly developing technology. . .I would be left in the silicon dust. Evidently, there have been developments well beyond the scope of what I had originally considered when giving opinions. . . and that I need to dig deeper to see the bigger picture. Fair enough. Apologies for inconveniences. Rande Is