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To: William Hunt who wrote (25070)	1/4/2000 10:43:00 PM
From: Sonny McWilliams	Respond to of 27012

Hello Bill. I saw a little interview with QCOM's CEO. He sounded pretty good. No sense getting into everything he said. Just thinks that most, or maybe he said all, of those cos. that do not use CDMA technology will take CDMA as a standard. And that should fuel growth even more. He was asked about all those splits in rapid succession. 2 for 1, 4 for 1 and after all that if there were more splits in the offing. He replied that another split was not discussed yet but didn't think why another split would not be forthcoming, if warranted. Sonny

To: William Hunt who wrote (25070)	1/5/2000 12:28:00 AM
From: Brian Malloy	Read Replies (1) \| Respond to of 27012

Bill this is a good article to print out and keep with the QCOM file. The article was published in Feb 97 and has only improved over the years. I still refer to it on occasion and am amazed in retrospect at what has occurred with QCOM and CMDA. Gilder laid it out like a roadmap for all to see. I still kick myself in the butt over QCOM because I read this article at that time and still have the ASAP magazine with the paperclips in it and QCOM highlighted in the article. I realized the importance and thought QCOM with CMDA is like MSFT with the PC OS. He who has the keys to the standard will dominate. I just never got around to picking up those 100 starter shares so to speak until much much later. Telecosm and Beyond: Over the Paradigm Cliff Things change because smart folks figure out how to provide abundance where before there was scarcity, thus creating new scarcities for clever innovators to fill. CDMA wireless technology turns spectrum scarcity on its ear. By George Gilder forbes.com Regards, P.S. Just tried checking the link, it is not active but all other issues in the archive are. If this changes or if I find a spot where I have cut and pasted the article to, then I will put a URL up.