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To: Jim Willie CB who wrote (21851)	6/7/2000 11:30:00 PM
From: Keith Feral	Read Replies (1) of 35685

I love it when a plan comes together. I thought we would see the rest of the Chinese licenses announced at the CDG conference next week. Ahh shucks!! I think we are going to see some remarkable news flow out of the conference next week to sustain a nice rally in QCOM. From an EPS perspective, I think the $$ from these licenses will take care of any near term visibility for the June and September quarters. I am surprised we haven't seen any news about the Hornet or other PC related products. With 1X and HDR awaiting commercial deployment, some of the box makers are going to have to take a shot at HDR cards in their boxes. Who in the world is going to want a dial up modem in 6 months when they can get 2.4 MBPS from their wireless modems? After the big EPS improvement from the sale of the infrastructure unit last year to ERICY, this is the first time that I sense real revenue momentum developing for the Q.

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