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Technology Stocks : Qualcomm Incorporated (QCOM) -- Ignore unavailable to you. Want to Upgrade?


To: M. Charles Swope who wrote (91702)1/12/2001 9:49:56 AM
From: Mark Fleming  Respond to of 152472
 
There is also good reason to believe that the Bush administration's plans to deploy new missile defense systems will adversely affect our relations with China, including our trading relationships

Even though I'm way overweighted in QCOM, with way too much money invested in it, I'd rather have a missle shield over my head than my QCOM stock going up--if I had to choose.

Why should we heed China's complaints about the U.S. buying some self-defense, when they have already made threats of nuking our west coast (they did this about a year ago)?

I say we call their bluff when they start bitching. They'll still want out business.



To: M. Charles Swope who wrote (91702)1/12/2001 10:10:18 AM
From: dan_oz  Read Replies (2) | Respond to of 152472
 
Charlie, my sarcasm is not indicative of my opinion of U.S.-Sino relations. My sarcasm stems from your numerous attempts to initiate a dialogue on how a Bush administration will be bad for Qualcomm. It may very well be, but I think the pursuit of a U.S. missile defense is important enough to risk it. In my view more important than sending peacekeepers to Serbia (and we all know the effect on U.S.-Sino relations that had!)



To: M. Charles Swope who wrote (91702)1/12/2001 10:17:36 AM
From: foundation  Read Replies (3) | Respond to of 152472
 
possible deteriorating relationship(s)
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We're clearly moving from a "market" based foreign policy team to a recycled "cold war" foreign policy team, whose life experience is weighted toward orchestrating, exploiting and balancing conflict, rather than uniting parties in accordance with shared, commerce-related vested interests. The team also has far closer ties to old economy military-industrial corporate interests that would realize fat contracts from space shield research and military spending in general. For the new foreign policy team and its large money supporters, conflict is good business.

This retro foreign policy shift is by far my greatest fear for Q moving forward...



To: M. Charles Swope who wrote (91702)1/12/2001 10:34:13 AM
From: DaYooper  Read Replies (2) | Respond to of 152472
 
There is also good reason to believe that the Bush administration's plans to deploy new missile defense systems will adversely affect our relations with China, including our trading relationships.

If China will be putting off decisions about cdma implementation until W and congress hash out the missile defense plans then we have a worse situation than I thought. Let's see what IJ thinks on 1-25. Rory