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Strategies & Market Trends : Booms, Busts, and Recoveries -- Ignore unavailable to you. Want to Upgrade?

To: TobagoJack who wrote (59182)	1/20/2005 4:32:43 PM
From: Maurice Winn	Read Replies (1) \| Respond to of 74559

Hi Jay. Re QCOM, I note that my return on QCOM capital has had a sudden small increase. Since I'm not selling my QCOM, the small decline in price to achieve that is irrelevant. What matters to me are the dividends and profits, both of which are doing fine. If the share price drops a LOT, then I'll be able to use my dividends to buy more at a nice healthy P:E. If the decline in share price reflects fears about H12N8 [the recombined H5N1 with H7N7 bug] and Year of the Feather Duster, then it's more worrying as reality could well follow the share price, which is a prediction system rather than a past returns valuation. Maybe I am going to be a feather duster and Hu Jintao is going to be a rooster. There's a lot of crowing going on, with King George II's coronation, Hu and Vladimir strutting around and Osama putting out communiques from time to time. Mqurice PS: Somehow though, it seems nicer to have a higher value placed by others on my QCOM. But hunting around for a silver lining is some consolation.

To: TobagoJack who wrote (59182)	1/21/2005 5:31:17 AM
From: elmatador	Read Replies (1) \| Respond to of 74559

Jay, Q and the wireless revolution is like picking fruits. First comes the easy pickings: Europe the wayo of the spectrum auction, the tech bubble... Next came the medium height hanging fruits. Europe's frienges, China, and other major players. Then the ones you need a ladder or a crane to get to it. Brazil, US (note that the US was a later come to wireless, Indonesia, Nigeria... This is ending right now. We have perhaps another 12 months of build out, Ukraine, Bulgaria and other countries that protected the first and second opertaors and are now allowing third operator. (Thailand has four, Brazil has like five...) Now mobile handsets shold be price at rock bottom prices. Like Casio watches. Perhaps a price level that even the beggars could afford or that people could buy per Kg. This, certainly will have an effect in Q. But don't Mq.