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Strategies & Market Trends : 2026 TeoTwawKi ... 2032 Darkest Interregnum -- Ignore unavailable to you. Want to Upgrade?

To: carranza2 who wrote (6449)	5/15/2006 2:50:00 PM
From: Maurice Winn	Respond to of 219490

Big Ben's price rise has made people realize that the no-brainer bet against the USD and Uncle Sam is not necessarily any better than other no-brain ideas. Mqurice

To: carranza2 who wrote (6449)	5/15/2006 4:23:13 PM
From: Maurice Winn	Respond to of 219490

C2, it seems to me that the whole market has reached a high-enough level for now against Big Ben's baby, which is gaining strength with each injection of interest rate increases. That includes QCOM which has a great future, but that is in the future and for now, P:E seems high enough at nearly 40. 40 years would have to go by at current earnings to get just the capital back. Let alone earning something. That is a LONG time for any company. But of course, earnings are certain to grow dramatically, [as things can be in an uncertain world] as the huge GSM world of TDMA transmissions turns to those amazing CDMA phragmented photons delivered by the petatrillion, carrying mobile cyberspace. With huge margins, once R&D costs are covered, revenue drops straight to the bottom line. Economies of scale are set to rise by a factor of five or maybe 10, or more. Mqurice