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Strategies & Market Trends : Technical analysis for shorts & longs -- Ignore unavailable to you. Want to Upgrade?

To: j g cordes who wrote (35243)	11/24/2001 1:02:34 PM
From: Sergio H	Read Replies (1) \| Respond to of 70358

Hi Jim. QCOM?

To: j g cordes who wrote (35243)	11/24/2001 2:40:31 PM
From: Johnny Canuck	Respond to of 70358

Jim, I agree with Amigo Sergio. It is QCOM. The market cap is off according to quote.yahoo.com though. When was this article written. biz.yahoo.com One gotcha, they just changed the policy on how they recognize royalty review, so they have to recognized it over a 5 to 7 year period. Though it smooths out the royalty revenue it also decreases their contribution to EPS short term, so the 27 percent growth rates may no longer be valid. That said I still have some shares after all those years, so you can see that I considered a dominate technology. The assumptions on how 2.5 and 3 G playout may be in doubt though. I don't expect it to grow as fast as estimates due to the lack of killer Apps.

To: j g cordes who wrote (35243)	11/24/2001 2:54:21 PM
From: Johnny Canuck	Read Replies (2) \| Respond to of 70358

It looks like DVD will finally by the must have product this Christmas. They are as cheap as $164 here in Vancouver. It is quite amazing actually. What is the mall traffic like in the various parts of the country where people live? Personnal reports should gives a better idea of buying patterns and consumer mood as opposed to the analysts hype. ESST still appears to be the closest thing to a pure play. The pullback to the $15 level (20 day EMA) would have been a good entry point, with a stop loss just underneath provided the rally continues. Due to the light volume it is hard to tell the direction of the overall market, but statistically the market rallies after a holiday weekend, so Monday should be up.