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To: sammaster who wrote (85239)3/25/2001 6:49:03 PM
From: chic_hearne  Read Replies (1) | Respond to of 436258
 
and the 3G buildout is indefinately delayed with telcos and others finding it harder to get easy funding

My point is more that valuation is so out of touch with reality it makes the rest of the fundamentals a moot point. If valuation is starting to matter again (which is what I believe) $44B on $3B in revenues doesn't make sense no matter if the 3G buildout happens on time or not. I'm not singling out QCOM either, many overvalued tech stocks are still in this same situation.



To: sammaster who wrote (85239)3/25/2001 7:36:56 PM
From: marginmike  Read Replies (1) | Respond to of 436258
 
Verizon,Sprint South Korea and Domoco have said the oposite. The only place its delayed in EUROPE. I agree that is indeed a Negative.