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To: Glenda King who wrote (5945)	9/4/1999 9:43:00 AM
From: DownSouth	Respond to of 54805

Thanks, Belle. Here is the heart of GP's post: For all the hew and cry, I view the component shortage in a fashion diametrically opposed to that of our erstwhile Cowen -based sage. CDMA subscriber growth has accelerated beyond vendors' expectations, so they are capacity constrained and we have a component shortage. Said subscriber growth will drive ASICs and royalties, far more important profit centers for Qualcomm, and this prosperity will be even more apparent during the calendar fourth quarter.