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


To: GO*QCOM who wrote (116968)4/21/2002 9:59:40 PM
From: Jim Willie CB  Respond to of 152472
 
keep the hope, GreenMan will next risk big inflation
the 10-yr TNote yield is not happy with this current risk
that yield is not coming down, hasnt for 16 months

greater productivity comes primarily from more efficient usage of excess capacity in equipment
stocks will trade on the profit margins
your higher prices will usher in product & service inflation
then comes higher interest rates
which brings with it lower valuations
the higher shorterm rates torpedo balance sheets
because of so much swapping from longterm to shorterm debt

GreenFlation is in a box, a tight box with no room
we will see, good luck to you and all QCOM sholders
/ jim