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Technology Stocks : Qualcomm Incorporated (QCOM) -- Ignore unavailable to you. Want to Upgrade?

To: JT who wrote (111029)	1/16/2002 4:02:55 PM
From: Jorj X Mckie	Read Replies (2) \| Respond to of 152472

I wasn't asking you to be my teacher. The fact is, China has been spending money like crazy on the telecom infrastructure for the past couple of years in much the same way that the US did to create the telecom overcapacity situation. The companies selling the infrastructure to them are US companies and they have often been doing so at a loss or very little profit to get their foot in the door. And the fact is, the upgrades and expansions to the infrastructure are going to take years to get here and it will be very difficult to actually make money their for the QCOMs of the world. I posted here on SI a couple of weeks before it came out in the media that the economic situation in China WRT tech spending was in trouble. interactive.wsj.com