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Technology Stocks : Semi-Equips - Buy when BLOOD is running in the streets! -- Ignore unavailable to you. Want to Upgrade?

To: Clarksterh who wrote (4936)	3/1/1998 4:43:00 PM
From: William Nelson	Read Replies (3) \| Respond to of 10921

OT Clark, is everyone really moving from CDMA to TDMA? I thought CDMA was taking over. I was just getting ready to buy QCOM....

To: Clarksterh who wrote (4936)	3/1/1998 11:54:00 PM
From: Skeeter Bug	Respond to of 10921

clark, i'm not aware of all the nuances of hurlcrap. i avoid the chump. in any case, what i meant by saying he was right now is that mu is waaaay overpriced and they probably will have a money losing year in 1998 and will be close to breakeven in 1999. it is a $13 stock, not a $30+ stock. other companies also have problems. the p to pii change is MUCH different than the 386 to 486 change. intel may be successful in this new competitive environment, but now by using their old strategy. that is why they are having pricing problems now. xlnx had negative growth over 6 qs. altr hasn't fared much better. computer growth has slowed. the boxmakers have to grow unit sales about 30-40% a year to grow eps at about 20% - the avg growth is in the low teens. this is unsustainable. the y2k problem will soak up it funds and, more than likely, reduce box demand growth even more. the risk is high. how long it will last, whether this is the end game or whether it is merely a bump in the road has yet to be determined. good luck.