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Post# of 704041
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w0zz

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w0zz

Re: extelecom post# 43432

Friday, 11/08/2002 11:02:37 AM

Friday, November 08, 2002 11:02:37 AM

Post# of 704041
"Are you long QCOM and for how long?"

No, QCOM is a great company but just too richly valued for me. I have a large positon in SWKS (>100K shares) which is how I prefer to play wireless. Their P/S is only about 1.7X which is well below others in the area (RFMD 2.7X, QCOM 8.9X, etc.)


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