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Strategies & Market Trends : Zeev's Turnips - No Politics -- Ignore unavailable to you. Want to Upgrade?


To: Caxton Rhodes who wrote (31184)2/20/2002 12:20:09 AM
From: mishedlo  Respond to of 99280
 
Are you brain dead about what caused the gap in in March of 99? What has changed since March of 1999? Uh let me see, no infra divison or phone division other companies took over that role- a little earnings bump, the GSM cabal lost patent disputes in Asia, North America, and Europe, uh CDMA works, China launching a network, India looking good, 3G systems running in Korea and about to be launched nationwide in U.S., qcom producing chips for the GSM world, on the verge of reducing BOMs for cdma phones by 20%, the list goes on.

I suppose the logical answer is why are you so brain dead that you can not see the death spiral that QCOM is in?
I really do not care about those kinds of things anymore, after having gone thru my own brain-deadness many times over on RMBS CREE and GMST.

So I plead brain deadness as well.
Now - for QCOM, I do not know about that gap at 11, but it sure seems to want to close that gap at 18. I will buy it in that gap.

M



To: Caxton Rhodes who wrote (31184)2/20/2002 12:32:27 AM
From: waverider  Read Replies (2) | Respond to of 99280
 
Caxton, your logic and current fundamental analysis is going to do bad things to your porfolio like it has since QCOM was dancing with the elves at $200.

Wireless is here to stay obviously...but so are toasters.

Good luck regardless.

wr