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mlsoft

07/01/03 9:52 AM

#125181 RE: bfenton #125137

bfenton...

Personally, at current prices I do not think that a worthwhile hedge exists in the wireless sector - when the market turns down all will be hit, in my opinion.

mlsoft
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phill

07/01/03 9:58 AM

#125192 RE: bfenton #125137

bfenton, I agree w/ mlsoft on this part, too.

I foresee a bloodbath in wireless. The winners will be the armament suppliers (NOK, QCOM, etc).

phill