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Strategies & Market Trends : VOLTAIRE'S PORCH-MODERATED -- Ignore unavailable to you. Want to Upgrade?


To: Boplicity who wrote (21368)12/1/2000 12:43:54 PM
From: CAtechTrader  Read Replies (1) | Respond to of 65232
 
Agreed Greg...QCOM at this price is unbelievable. The market is too obsessed with the Presidential Mess and the Fed to understand what has just happened with QCOM. This week alone CHina committed even more to CDMA and AWE, in effect, "stealth" adopted CDMA...AWE killed off TDMA, EDGE is dead...there is no where to go but CDMA or a variant. NOK has lost its challenges in the EC Patent Court and more information is out regarding the fact that non-CDMA phones fry your brain. Ask yourself, how big will wireless be? Certainly it will dwarf the PC era...Then, who owns wireless going forward? And then see that QCOM is available at a market cap of $64 bil, when NOK has a $207 bil. market cap. Remarkable opportunity.



To: Boplicity who wrote (21368)12/1/2000 1:19:46 PM
From: Venkie  Read Replies (1) | Respond to of 65232
 
I will try again...this rally looks real and even with intc getting est lowered...good sign