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To: Mike Buckley who wrote (5113)	8/22/1999 8:50:00 PM
From: Rick	Respond to of 54805

Could someone please explain this to me. From the Nordby site: 7/27/99 Abn Amro reiterates hold, raising our fiscal 99 and 00 estimate from $2.17 and $2.68 to $2.44 and $3.60 7/20/99 Abn Amro reiterates hold, reported EPS of $0.75 versus our estimate of $0.62 or consensus of $0.63 A company that blows out their estimate last quarter, and made them raise their year 2000 estimate by 35% still gets no respect? Fred

To: Mike Buckley who wrote (5113)	8/22/1999 11:25:00 PM
From: Teflon	Read Replies (1) \| Respond to of 54805

Mike, quick question about your point on QCOM: That phone will have GSM, TDMA and CDMA inside it. It will allow people to roam through various GSM-, TDMA- and CDMA-enbabled cells without being dropped, which is what happens today. Doesn't that by nature mean that QCOM's lock on the Market may not be as strong as we are inferring? If I can operate a phone using all three platforms, then I am not as tied to the CDMA platform as we have all been suggesting. Teflon