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

To: qwave who wrote (75594)	6/6/2002 6:29:25 PM
From: limtex	Read Replies (1) \| Respond to of 99280

qw - KDDI is much a much bigger deal than Korea. The entire financial world has virtually igonred Korea so far as Q is concerned unless there is some bad news. Anything good is ignored. But Japan is totally different. Firstly it is twice the siz of Koreea in poulation, its handset users are avid spenders on their systems and it is indicative of what will happen in the US. The idea that the market is now down to a level immediately after the attack on the US by a gaing of Islamic murderers that killed more Americans than were killed at Pearl Harbour is clearly a relfection of mass panic. This is not 1929 and it isn't 1666 -1982. We are at the beginning of a tech revolution unlike anything in prior history, the economy is recovering and sois that of the rest of the World. As for Q it currently enjoys royalty income from about 18% of the global mobile industry. Within the next three years that 18% will grow to 100%. INTC is ex-growth possibly, QCOMs is just starting. It is also one of the all time great hdge fund favorite shorts. We shall see how that continues when the numbers start coming through. This is the last qtr in in history when the US has not had coast to coast mobile broadband. Next qtr it will have it. Best, L