Silicon Investor (SI) -- The First Internet Community

STOCKTALK

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: biostruggle who wrote (90821)	12/27/2000 12:54:42 PM
From: John Hayman	Respond to of 152472

Hi Marvin "Still no CDMA contracts in China. Meanwhile largest GPRS network in world is going in Southern China." Man, think of all the Ford vans China will need!!! John

To: biostruggle who wrote (90821)	12/27/2000 5:04:11 PM
From: Ibexx	Read Replies (2) \| Respond to of 152472

Marvin, May I ask what other stocks are in your CORE SHORT holdings besides QCOM? I'd to check out your Short portfolio because, I am sure, there are gems there that I may have missed. Cheers, Ibexx

To: biostruggle who wrote (90821)	12/27/2000 6:17:19 PM
From: marginmike	Read Replies (2) \| Respond to of 152472

Marvin there may be valid concerns about QCOM valuation's in this screwy market, but your view of Qcom's China's situation is incorect. SAWS,LU and others have had contracts signed and products already produced for CHINA. GRPS/EDGE are bandaids at best until 3G arrives, which as everyone has conceded will be using QCOM's WCDMA technology. Yes, I said Qcom's WCDMA technology, I wont argue with you on that point. I feel no need to convince anyone otherwize. If China wants to sell into ASIA/EUROPE/USA they will need to develop at least a 10-20Million CDMA network to allow suppliers, and producers to develop competitive products. Its just common sense, if you dont get it then please short away. If you really wan t to short sumthing look at RIMM/KO and a host of other stocks that are seriously overvalued. I will concede Qcom at 50-70 times 2001 E is not cheap. However it is a Microsofteen manopoly. It may be to expencive to buy, but it aint to expencive to short. But its your money!