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To: shane forbes who wrote (19413)	7/21/1999 3:52:00 PM
From: shane forbes	Read Replies (1) of 25814

Based on Q2 conference call, updated scoreboard for CDMA: QCOM: something big in Q3 LSI: something much bigger than zero in Q2 Ha Ha... We are not LOST! We have found our way! All it took was a few 'field trials' and 'tuning software'. More CDMA commentary from c.call: 'high volume' Japanese orders to commence in Q3 'very pleased' comment by Daane in opening comments 'very very well', 'extremely well' comments later 'we're coming from 0' comment means zippo volume in Q2. 'top 2 suppliers' aiming for '50% market share' - good goal <g> BTW note DSPC (ticker: DSP) sunk after this Q's earnings. Plus DSPC has a big Japanese/Korean share. Mmm... I wonder... Nah can't be <g> Reinstating CDMA in the Horsemen list: FC Sony PS 1 Sony PS 2 STB Digital Cameras DVD Plus Future Surprises A, B, C <g> LSI wins the CDMA round from the naysayers.

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