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Technology Stocks : Qualcomm Moderated Thread - please read rules before posting

QCOM 178.62

-1.5%

3:44 PM EST

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To: Keith Feral who wrote (4379)	11/7/2000 1:01:30 PM
From: Eric L	Read Replies (2) of 196946

Keith, << Luna is a journalist ... enlightened convert) She sure is (journalist). Also a rather trite rumor monger who has yet to call a correct shot. Surely she will do so one of these days however. Interesting that her Nov. 6 "Telephony" article uses the same old "said a source familiar with BellSouth’s plans" and "sources close to BellSouth say" that she used in her Sept 11, RCR article on the same topic. As a somewhat cautious wireless investor, those kinds of statements don't give me a real warm and fuzzy particularly since Lynette has worked since 1995 for the magazine that in 1995 was projecting a AT&T Wireless (McGaw) CDMA tech decision only weeks before 'T' announced (what everybody else suspected) for IS-136 TDMA. Now this Lunaism gets real interesting: Already, BellSouth International is making the decision to overlay CDMA-based 1XRTT technology over its existing TDMA networks in Latin America. Do you perchance have any confirmation that BellSouth International or Cingular have made a contractual commitment to do such an overlay? It would be nice, to be sure. We are due. It might even lend some credence to this Lunabit: "BellSouth is very heavily leaning toward CDMA as an overlay eventually in all of its markets over the course of a three-year period," said a source familiar with BellSouth’s plans. If all this happens, rest assured, I'll start taking Lynette a little more seriously. After all, we will have been tipped off by her, well in advance. << She is in the group of enlightened converts that used to bash QCOM without any regard. Same with the analyst from Paine Webber >> Do you mean good old Walt P. who sent us rocketing to the moon last week of December with a thesis that did not hold water? Enlightened converts like him I can do without. Best, - Eric -

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