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To: cfoe who wrote (3238)	11/14/1999 6:14:00 PM
From: JohnG	Respond to of 13582

cfoent, Thanks for your effort in summarizing the Disruptive Innovation Seminar. Good job. It reinforces and extends many of the ideas presented here. Dod you get any new investment ideas from the meeeting? JohnG

To: cfoe who wrote (3238)	11/14/1999 7:15:00 PM
From: SKIP PAUL	Respond to of 13582

Sunday November 14, 6:53 pm Eastern Time Note: this article has a followup with more information. Alert: Korea Kt Freetel Says Microsoft , Qualcomm , Canada Cdpq to Invest (NasdaqNM:QCOM, mergers, NasdaqNM:MSFT) (This is a headline-only alert, although it will likely be followed by an article soon)

To: cfoe who wrote (3238)	11/14/1999 7:18:00 PM
From: SKIP PAUL	Read Replies (1) \| Respond to of 13582

Sunday November 14, 7:08 pm Eastern Time (Note: this article is ''in progress''; there will likely be an update soon.) S.Korea's KT Freetel in $600 mln stake sale deal SEOUL, Nov 15 (Reuters) - Korea Telecom (KT) Freetel Corp said on Monday it had secured over $600 million of investment from Microsoft Corp (NasdaqNM:MSFT - news), Qualcomm Inc (NasdaqNM:QCOM - news) and Canada's Capital Communication (CDPQ). The South Korean mobile phone operator, an affiliate of Korea Telecom Corp , said in a statement the three foreign companies would purchase new shares equivalent to 9.28 percent of the company's share capital. (Note: this article is ''in progress''; there will likely be an update soon.)

To: cfoe who wrote (3238)	11/14/1999 7:49:00 PM
From: PLeaps	Respond to of 13582

That was an outstanding piece of reporting. Thanks.

To: cfoe who wrote (3238)	11/14/1999 7:54:00 PM
From: MileHigh	Read Replies (2) \| Respond to of 13582

cf, Fantastic! I am very appreciative. This may be apparent to others but I want to clarify something that jumped out in your post, that is, that HDR does seem to solve the last mile problem. Was that your take? If so, that is huge and could be the reason for the huge run up last week. Any thoughts would be appreciated. These type of posts make me feel sleep very well at night~ Thanks again for sharing your knowledge! MileHigh

To: cfoe who wrote (3238)	11/14/1999 8:08:00 PM
From: Wyätt Gwyön	Read Replies (1) \| Respond to of 13582

? I spoke to a later presenter from arepa.com who are involved in interactive broadband. I asked him about Dr. IJ?s comment at the webcast that HDR would not work for broadband interactive and the speaker agreed. I'm not quite sure what this means. HDR is two-way, with a slower reverse link (100 or 200 kbps?) and a faster forward link (up to 2.5mbps in theory). Sooo, why can't it "work" for broadband interactive? I suppose the bit rate would be considered "broadband", and the two-way implies "interactive". Is there something else?

To: cfoe who wrote (3238)	11/14/1999 8:11:00 PM
From: Diana R. Chambers	Respond to of 13582

<Manufacturing handsets is a high volume, low margin business. To play in it you need to be big. Said that Nokia, who makes 100 million units, was not put on allocation when the parts shortages hit, but QCOM with only 10 million units was. [Put this together with Dr. IJ?s number one requirement for sale of handset division ? that QCOM?s customers are taken care of ? and it leads to a sharp narrowing of the list of potential buyers. I know who I am now betting on, but do not want to start any unsubstantiated rumors by naming names.] Awww. C'mon:-) Diana PS Thanks so much for your great report!!

To: cfoe who wrote (3238)	11/14/1999 8:38:00 PM
From: GO*QCOM	Read Replies (1) \| Respond to of 13582

cfoent, Thankyou for your time and effort in obtaining and sharing this great information with the thread.Observation about the following remark <<<Note: later in the conference George Gilder made the observation that voice and data-based appliances, i.e., cellular phones, will be the dominant appliance and not computationally-based devices like the Palm and Handspring?s products. He based this on humans being primarily communicative animals and not computational animals>>> Communicative means music,media,and CDMA just collided.There is a company here in San Diego working on developing a secure distribution of music all with CDMA.

To: cfoe who wrote (3238)	11/14/1999 9:35:00 PM
From: rel4490	Respond to of 13582

Very informative post! Thank you for your time and effort.