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To: Jack Whitley who wrote (20556)	11/4/1999 10:26:00 AM
From: Duane L. Olson	Respond to of 25814

Jack... good point about the number of folks in the world who currently have access to a telephone. Of course, if they have an annual income of $200, they likely aren't going to be paying $50/month for cell phone service.... but still, there are a LOT of potential customers out there, and those countries aren't going to be dumping in billions for copper cable plant... LSI's emphasis on comm chips appears to be the correct choice...CDMA is the big frosting, but there's lots more cake out there..imho.. tso

To: Jack Whitley who wrote (20556)	11/4/1999 5:01:00 PM
From: rairden	Read Replies (1) \| Respond to of 25814

Curious statistics... << Currently, on this Earth, 1 out of 100 people have ACCESS to a phone. >> That would be 6 billion divided by 100 equals 60 million people. I would have guessed that 60 million people are speaking on the phone right at this moment. OK, maybe not quite that many, but those 40 million CDMA handsets sold this year must count as phone access for a lot of people. Your point is appreciated anyway; I'm long LSI because I too see very large markets for our chips.

To: Jack Whitley who wrote (20556)	11/4/1999 9:15:00 PM
From: DWB	Read Replies (1) \| Respond to of 25814

Jack, Every time I have even a twinge about QCOM being overvalued, I think about what you brought up... that there are only a small fraction of the world's population with access to a phone (India, China, Brazil, Indonesia, you name it) and it makes you look 10 years down the road and wonder just how much money could possibly be involved... It's not like we're talking a luxury here... it's a phone. A communication device. And if the local telco tells me it will be 12 months before I can make it onto a waiting list before they can send a cable out to my rice paddy... I just might give that nice man with the "cellular phones for sale" booth in the village another look. Heck, maybe I'll get ten of my neighbors and make it a group phone... beats the 30 mile walk into town to use the landline that's broken half the time... DWB