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Strategies & Market Trends : Gorilla and King Portfolio Candidates -- Ignore unavailable to you. Want to Upgrade?

To: Uncle Frank who wrote (6933)	9/24/1999 9:04:00 AM
From: david barr	Read Replies (4) \| Respond to of 54805

Heads Up.......Rambus snafu! yahoo.cnet.com Lurker, Dave

To: Uncle Frank who wrote (6933)	9/24/1999 9:41:00 AM
From: Jill	Read Replies (1) \| Respond to of 54805

Unq, I looked at open interest and it didn't seem all that high on the Jan 2000's (I mean, it's not low either, but I don't see any unusual amounts). Then I looked at puts, and interestingly, the Jan 200's have high volume. So I would take that as a bullish sign. My ideal today would be some more morning retracement, I buy calls, then market starts to recover...can you wave your magic lance?

To: Uncle Frank who wrote (6933)	9/24/1999 12:45:00 PM
From: Eric L	Read Replies (1) \| Respond to of 54805

Frank, << The rumor I am finding on many messages boards is, AT&T will scrap its TDMA system for CDMA and the most positive - Qualcomm is planning a surprise analysts meeting >> from posting sent to you by a friend. This would of course be fantastic for Qualcomm if true. I am however, hearing nothing out of the wireless community to back this up. To the contrary, I am hearing that the TDMA community (and the GSM community which they formally allied with early this year) has dedicated it's best and finest engineering talent in an accelerated effort to converge UWC-136 and GSM to Global Edge as the dominant 2.5G flavor. Whether or not it is true, I have heard that 'T' plans to skip GPRS all together and move directly to Edge (although we are talking 2001 earlist and possibly 2002). On the other hand, I have NO visibility other than the scraps that have been published (mostly by Vanessa Clark and a few odd press releases) as to what is happening in 3GPP 2 and OHG. This could change the scenario. Wireless is in a period of hypergrowth, and there are rapidly changing strategies and tactics as a result. As qdog would say, "It ain't over till the ...." "AT&T will scrap its TDMA system for CDMA". Stranger things have happened, but I for one am not adding to my QCOM position on the basis of the rumor. If it happens, I don't need to, since if it transpires QCOM will be my largest holding and I will replace the picture of John Chambers on my wall with that of Dr. Jacobs (you heard it here first). Should it happen, I certainly will not be one of the ones that will be able to say "I told you so", BUT, I will be doing cartwheels, and to anybody that called the shot, I will most entusiastically say "Great Call". - Eric -