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


To: Pierre who wrote (91732)1/12/2001 11:49:06 AM
From: dan_oz  Respond to of 152472
 
Pierre,
I agree that there are major problems with thinking that a missle shield is an absolute solution. A terrorist can put a nuclear device on a ship and cruise it to a target in the states. But that takes time (days to weeks), and the device itself would have to be fairly large (Fitting in a large truck or cargo ship.) Currently, there are defenses (admittedly weak) against this scenario (Coast Guard, intelligence, etc.) There is no defense against a missile that can be delivered in a matter of minutes.

I am only thinking of this from a risk management perspective. Granted, in the near future if someone wants to deliver a device into the U.S. and is persistent enough, they will do so. But why let that stop us from trying?



To: Pierre who wrote (91732)1/12/2001 12:01:02 PM
From: Jim Fleming  Respond to of 152472
 
China is not going to go isolationist. The question is, what names do we want to see on the contracts. i.e. Nokia , Erricson, Nortel, Alcatel, Siemans or Motorola, Lucent, Qcom(spinco).

A nervous Jim



To: Pierre who wrote (91732)1/12/2001 5:44:19 PM
From: Maurice Winn  Respond to of 152472
 
<Eliminating a third (or is it more, don't recall) of the world's population from Q*'s growth projections takes a lot of the E out of forward looking PE calculations.> 1.2 billion our of 5.5 billion = less than quarter. And they don't [yet] have a big budget for shopping, so their purchasing power is more like a tenth [though growing quickly, which they won't want to upset with silly trade wars].

Mqurice