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Technology Stocks : ADI: The SHARCs are circling! -- Ignore unavailable to you. Want to Upgrade?


To: Jim Oravetz who wrote (2779)11/5/2001 8:25:50 AM
From: Jim Oravetz  Read Replies (1) | Respond to of 2882
 
Technology Will Determine Which Wireless Stocks Win
Edited by Nikhil Hutheesing, Forbes.com, 10.29.01,
forbes.com

Contributing editor Barney L. Dewey joined the Andrew Seybold Group in 1997. Dewey spent ten years with Motorola designing and implementing wireless communications systems. Seybold's stock picks have taken a beating along with the sector, but he thinks that when the market rebounds wireless stocks will outperform other tech sectors. He stresses that the key to success will be figuring out which wireless technology has the most momenturm.

Give us the names of a few other wireless companies that you think stand to be winners.

B.L.D.: In our newsletter, we mention about ten stocks that we really like. I really think that semiconductor manufacturing companies that focus on chips for wireless equipment will do well. ARM Holdings stands to be a huge winner because 80% of all wireless phones and PDAs use the ARM architecture that the company licenses. Another stock I really like is ADI. The real issue is that many wireless players won't do well, and investors should understand which ones won't do well.

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