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

To: Rande Is who wrote (42148)	11/27/2000 9:09:33 AM
From: jmiller099	Read Replies (1) \| Respond to of 57584

RandeIs: I Can help you out with wireless sector understanding and lay down some wireless info all in one place if you like. But as I know you like to swing your trades and probably need only cursory knowledge of it. But again let me go thru this<sorry>: <<CDMA has lost out to GSM in some Asian countries>> This was 2G. This was a few years ago, it also lost Europe. All of Asia is appearing to go with CDMA-2000[narrowband] or WCDMA[wideband]. Japan, korea, china, taiwan, Australia, USA, Mexico, Brazil, etc. <<And GPRS and TDMA are the coming technologies>> GPRS is later and slower than expected[see last reference]. slower than something CDMA One is shipping in the IS-95B space. Shipping and simple to install/upgrade first to market, better product, and cost effective. CDMA2000 and WCDMA are the coming technologies. In fact they are the only technologies worth consideration for 3G. I just didn't care for the call on qcom short at that price, because most people's brokers would have given a margin call as it marched up to 750!!! Love your market sense, jm

To: Rande Is who wrote (42148)	11/27/2000 9:16:44 AM
From: Rande Is	Read Replies (2) \| Respond to of 57584

DB Alex Brown downgrades our Electronics Retailers AGAIN. . .does anyone have a list of all the downgrades in this sector in just the past month? This time they say that BBY and CC offered "too many" discounts to lure customers into their stores early in the holiday shopping season. So they think it is BAD to use loss leaders to get early shoppers? ? ? Then that simply says that DB Alex Brown knows NOTHING about marketing strategies and consumer product merchandising!! The retailers strategy is sound, IMO. And I'll be looking to add on significant dips. How many times do you visit the electronics store before plunking down the bucks on that new computer? home theatre? big screen? DVD? satellite system? . . . I'd guess the average is somewhere between 2 and 3 visits before closing the deal. And it is the walking around the store looking for the sale items that gets you to realize that you cannot live without that new bigger ticket system. . . .which you won't buy that day, because it would be an impulse buy. So you return the next week to "comparison shop". Then on your third visit you buy. Why is that so difficult to understand? Oh yeah! It isn't. The analysts wish to throw Individual Investors off from the scent of a good investment. I'd like to see the book on how much CC and BBY were bought today by DB Alex Brown. >smirk< Rande Is