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Non-Tech : The Critical Investing Workshop

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To: SOROS who wrote (1541)	1/28/2000 6:35:00 PM
From: Jim Willie CB	Read Replies (2) of 35685

let's not discuss my precious kayones gaurding them from the shylocks in margin department the 4:1 split announced on Nov2nd was followed by an incredible demo of HDR and its 1.5 megabit wireless modem speed the rise was a result of more than 4:1 split announced it was the sudden realization of dominance THAT QCOM WILL BE TO WIRELESS WHAT MICROSOFT IS TO PC SOFTWARE, WHAT INTEL IS TO PC PROCESSORS, MAYBE BOTH IN ONE that story has not changed, only the expectation of nothing much happening for the next 6-8 weeks... then you have release of the next remarkable CDMA chipset, which will leave licensed mfrs farther in the dust... then in July comes the HDR product release this stock is not down and out, JUST DOWN who would you value the company with IPR on the entire 3rd generation broadand wireless platform??? price=56 would be its equivalent extreme lowball growth rate, excluding HDR and any new big3 contracts (with MOT, NOK, ERICY) / Jim

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