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

To: TobagoJack who wrote (7743)	7/22/2006 5:39:24 AM
From: elmatador	Read Replies (2) \| Respond to of 219650

TJ the future doesn't augur well for QCOM. Mobile infrastructure cycle passed its peak. Is the coming downturn already priced in for QCOM or will be subject to a shave off? Perhaps coming downturn is priced in and if one holds QCOM longer will lose money. Remember that Elmat wrote in the Ercisson thread: 02.01.2006: "In less than ten years Siemens may withdraw from telecoms altogether." Message 22020400 I was too positive it took only six months!!! Siemens to carve out telecoms businesses by Oct. 1 "Siemens -- which has its roots in telegraph technology -- will have shed the last of its telecoms businesses." in.today.reuters.com