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Strategies & Market Trends : Technical analysis for shorts & longs -- Ignore unavailable to you. Want to Upgrade?

To: Johnny Canuck who wrote (14970)	12/15/1997 5:43:00 PM
From: Clint E.	Read Replies (2) \| Respond to of 69956

Hi Harry. Yes, you are right. I am very short-term oriented. Quick hit & run and try to avoid disasters before they happen. One reason that I don't post my read of NAZ on SI anymore is because I am more understood within our email group, at least majority of times. So, instead of doing a page-long discussion of why I think we will reverse....,, I can just state my opinion and assume others use it as fit. When I use upper case like I did today that means I am very comfortable and confident with my call. As far as the CDMA report, I read it. I also gave a copy to a marketing friend and I am waiting for his comments. He knows a lot more about the specifics of CDMA build out. I agree with most of it. Korea is a wild card, IMO. Latin America will be a strong growing market in 98. Japan won't happen as swiftly as most expect. Have you ever worked with a Japanese telecom customer? At least MOT doesn't have to deal with NTT this time!!! Subscriber growth in 97 has already surpassed everyone's expectations including QCOM. No reason why 98 should be any less successful. As far as BTS growth in 98, Sprint has been more aggressive and will end up with a bigger piece of the CDMA pie in the US. I use their system in DFW area and I am very happy with it. >>>Early industry views suggesting the digitalization of wireless (particularly in CDMA) would lead to commoditization may be off base. Strongly agree. Later; Clint

To: Johnny Canuck who wrote (14970)	1/6/1998 6:32:00 PM
From: Clint E.	Read Replies (1) \| Respond to of 69956

Hi Harry. We came back last Sunday. Was very good to be away for a while and now good to be back... -------------------------------------------------------------------- Your CDMA article was looked at.... The comment that I received was that everything in there is generally true... SHORT-TERM concern as far as sales to Korea is very serious since Won is worthless and Korean Operator(s) have problems in coming up with letter of credit in US $. QCOM brushed this off in their CC but this could be a major problem going forward. If QCOM wouldn't accept Won and Operators cannot get financing in $, Korean operators could turn to Samsaung and use their H/S instead (assuming that the demand is still there). Samsaung is scaling up H/S production in the 1/2 half of 98. The growth in South America is "healthy" but not happening as fast as everyone hopes. -------------------------------------------------------------------- I am still negative on SOX and SEMI stocks as long-term investments.. They haven't bottomed yet, IMO. Growing negative on telecom & datacom stocks in the short-term as well. I am looking for a lack-luster, range-bound, trading market in the 1/2 of this year with new highs later in the year. NAZ doesn't really want to go up now ahead of earnings so these Jan-effect early-year window-dressing rallies here and there don't mean anything to me at this point other than providing trading opportunity. LRCX should make a new 52-wk low by the end of Jan. I went short today. Long YHOO, NETA, and BMCS... Short-term, that is!!! Take care; Clint