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To: Sonny McWilliams who wrote (24823)11/19/1999 6:54:00 PM
From: Brian Malloy  Respond to of 27012
 
What a finish to the week. CMGI, STMP, BRCM, JAWZ and others, this week has been better than watching the Super Bowl <ggg> and I'm not kidding ;-)



To: Sonny McWilliams who wrote (24823)11/20/1999 12:26:00 AM
From: Brian Malloy  Read Replies (1) | Respond to of 27012
 
Good interview on QCOM
DEUTSCHE BANK ANALYST BRIAN MODOFF ON WIRELESS COMMUNICATIONS
November 15, Duration: 15 minutes
cheetahmail.com

In this information-packed 15 minutes, Modoff provides statistics
supporting his view that this very early stage in the capacity of
global wireless communications presents a compelling investment
opportunity. More specifically, he tells how Digital Microwave
(DMIC) and Powerwave Technologies (PWAV) are positioning themselves
early on within this capacity buildout. Listen in as he names one
of his other favorites, now positioning for a later stage opportunity.

On Qualcomm (QCOM), Modoff outlines the factors he believes will
affect how high Qualcomm's stock can go, as well as the
speculations that are driving the stock now. He specifies
his own estimates for Qualcomm and Motorola (MOT) and his
underlying reasoning.