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

To: Zeev Hed who wrote (20012)	7/8/2001 3:39:16 PM
From: Logain Ablar	Respond to of 30051

Zeev: Actually I would not be betting on any company but ICOS tied in with its Lilly marketing pack to replace viagra. Here is a comment more in lines why I'm cautious on PFE @ this point. Message 16039662

To: Zeev Hed who wrote (20012)	7/8/2001 10:14:46 PM
From: Rick Storm	Respond to of 30051

Thanks for the heads up-- I guess I have not been following qualcomm closely enough; I am not sure the Chinese or the world considers TD-scdma as important as Siemens does-- it seems like they have alot to lose by not making peace with qualcomm now; they must need to be in the infrastructure business with other forms of cdma. I read your assessment of storage co--EMC; do you think 2 to 3 times sales ( 9 to 13) is not an uncommon value for this company ; since it appears uncommon values are not coming this cycle--(; but just very cheap! thanks