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To: kas1 who wrote (1926)	12/27/1999 5:50:00 PM
From: DownSouth	Read Replies (1) \| Respond to of 10934

OT, way way OT Thanks, kas1. Glad you made some dough on Q today. Very impressive bounce as the MM's panicked. I remain convinced that Q has just started and will have a great 2000. CDMA will dominate, in my opinion. HDR will ride the back of CDMA. I will not invest in NOK, simply because NOK is a Prince, not even the King of handsets. That market can turn on a dime, as NOK has no IPR or long-term barriers to entry in the handset business. If I had money to invest in NOK, I would put it in GMST or NTAP (or, just maybe, Globalstar. (I have all I want of JDSU and QCOM.) Just my opinions, but it fits my investment strategy and my strategy is over 300% for the year. I expect a double in 2000.