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To: tero kuittinen who wrote (2616)	11/3/1999 9:49:00 AM
From: brian h	Read Replies (1) \| Respond to of 34857

Tero, Listen to the CC my friend. Listen to you or Dr. IJ. He proves to you, ERICY, and the rest of telcom world that his vision is right. How about you? The answer is clear. Where is GSM going? No answer from the self promoted NOKIA PR machine. Brian H.

To: tero kuittinen who wrote (2616)	11/3/1999 10:04:00 AM
From: slacker711	Read Replies (1) \| Respond to of 34857

Planet earth calling Brian - the chipset sales growth to "the world's leading CDMA handset and infrastructure manufacturers" was 29%. That's stellar sales growth.... if you're making trucks. However, CDMA phone market grew by over 100%. So who do you think is grabbing that growth? Non-brands like Sanyo that are Qualcomm chipset customers? Or Nokia and Motorola who make their own chipsets? Take a look at that 29% figure and tell me what you think. Well....Again it always depends on what you look at. Do you concentrate on the 27% QoQ unit growth in ASIC's, or the 65% earnings YoY earnings growth in ASIC's? Not surprised that you didnt....Your emphasis on the handset division only matters if Qualcomm doesnt sell the division. Are you going on record that noone will buy the division? Dont get me wrong....the quarter wasnt perfect. However the fundamentals still seem to be intact (One of the key numbers was a sequential increase in ASIC's during the Christmas quarter which should be traditionally slow). Now the question is what will the market pay for the type of margins and earnings growth that Qualcomm will have..... Slacker

To: tero kuittinen who wrote (2616)	11/3/1999 10:31:00 AM
From: Peter J Hudson	Respond to of 34857

Tero, Did you notice these numbers for Qualcomm; "Reported net income was $136 million or $.73 earnings per share for the fourth quarter of fiscal 1999 compared to $40 million or $.27 earnings per share for the year ago quarter, an increase of 241 percent." You claim to be humbled by QCOMs spin machine, but you are the king of spin. You ignore all facts that don't support your negative view of Qualcomm. For example referring to Qs cutting back on R&D without mentioning that it was a result of selling the infra division. You are losing all credibility by refusing to be objective about the future of wireless. You should move on to biotechs like you promised. Pete