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To: Diogeron who wrote (2291)	7/27/2000 11:39:35 PM
From: DWB	Read Replies (2) of 2346

Most definitely.... I'll just have to modify it somehow in the near future to reflect Q = Old Q + Spinco... I got a kick out of the recent hotline (last Friday?) comments regarding Ericsson, and how they are going to rule 3G deployments... They might/should do well, but stating that Korea is considering going to GSM was a bit less than accurate... and probably has about as much of a chance as a snowball in heck. Interesting to see how Nokia got taken out back and shot for saying that the upcoming quarters won't be quite as rosy... Looks like a lack of a viable CDMA offering in the US/Korea/Japan is hurting their growth rates... SFA turned in a whopper of a quarter after the close today... $0.35 vs $0.27 estimate. Huge backlog, huge shipments, incredible ramp in production, firing on all cylinders with no end in site. Got to tip the hat on that one to JD... Anyone still holding LSI? They hit their number for the quarter, although were light on revs... and have been brutalized over the last few days. I've recently been lightening up on my holdings (selling between $50-$70) and only have a small fraction of what I once did... DWB Q2.5K/Y2K+5

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