Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: marginmike who wrote (120333)	6/13/2002 8:49:35 PM
From: Dexter Lives On	Read Replies (1) \| Respond to of 152472

Not the first time I've posted about this... Message 17598710 ...probably won't be the last. Rob The vicious cycle has accelerated - next stop: bonds start teetering as Sprint bond ratings downgraded to junk status, customer acquisition and capex decline in a spiral; anything but a perfect, timely launch of 1X will likely be fatal

To: marginmike who wrote (120333)	6/13/2002 8:51:47 PM
From: cfoe	Read Replies (3) \| Respond to of 152472

One way to interpret what has happened in the stock market over the past couple of years is that it is transitioning from being "growth" oriented to being "value oriented." From this point of view, can we see this also happening in individual sectors and companies? Reaction to this news could be an indication of same. Here is Sprint saying that subscriber growth will be slower, yet ARPU and cash flow better. Will the market react negatively (i.e., from a growth perspective) or positively (from a value perspective)? We shall see tomorrow and going forward. P.S. My bet is that initial reaction is negative - both for Sprint and QCOM.