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Strategies & Market Trends : Steve's Channelling Thread -- Ignore unavailable to you. Want to Upgrade?

To: Zeev Hed who wrote (13254)	3/19/2001 1:23:19 PM
From: Bosco	Read Replies (1) \| Respond to of 30051

Hi Zeev - doesn't QCOM have a stake in GILTF? Since Iridium has gone the orbit faster than the MIR <g>, I thought GILTF was the only game in town. Unfortunately, it is hard to figure out if people would come to the game. I could be wrong, since I don't follow GILTF. On a separate topic, Zeev, what do you think of the semi cap. I would like the mkt won't rally w/o them, but with INTC and DPMI, will they ignore any potential bad news? On Fri, I nibbled a little JDSU and ESIO, let's hope the mkt will behave accordingly, or else, I will personally introduce good cow to Ronald McDonald :) best, Bosco

To: Zeev Hed who wrote (13254)	3/19/2001 1:24:52 PM
From: Alex MG	Respond to of 30051

Not sure, was hoping you could tell me, lol!... Just a quick glance at the fundamentals shows 9 per sh. in cash ($227M) and $27 book value, although I think they have $350 million in convertible notes outstanding... Forward p/e after the recent earnings warning is about 13-14 for 2001 and about 7 for 2002. Noticed some large blocks being traded on it today.