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To: SOROS who wrote (1541)1/28/2000 6:35:00 PM
From: Jim Willie CB  Read Replies (2) | Respond to of 35685
 
let's not discuss my precious kayones
gaurding them from the shylocks in margin department

the 4:1 split announced on Nov2nd was followed by an incredible demo of HDR and its 1.5 megabit wireless modem speed

the rise was a result of more than 4:1 split announced
it was the sudden realization of dominance

THAT QCOM WILL BE TO WIRELESS WHAT MICROSOFT IS TO PC SOFTWARE, WHAT INTEL IS TO PC PROCESSORS, MAYBE BOTH IN ONE

that story has not changed, only the expectation of nothing much happening for the next 6-8 weeks... then you have release of the next remarkable CDMA chipset, which will leave licensed mfrs farther in the dust... then in July comes the HDR product release

this stock is not down and out, JUST DOWN

who would you value the company with IPR on the entire 3rd generation broadand wireless platform???

price=56 would be its equivalent extreme lowball growth rate, excluding HDR and any new big3 contracts
(with MOT, NOK, ERICY)
/ Jim



To: SOROS who wrote (1541)1/28/2000 7:24:00 PM
From: No Mo Mo  Read Replies (1) | Respond to of 35685
 
Soros-

I've only been in the market about 3.5 yrs. I've seen plenty of volatility in that time. Each and every time I've been able to get out...whether it was market activity that carried me out, a cash advance on a credit card or selling some covered calls.

This one feels different. More loss than I can absorb. That parabolic run-up on the Q might be my undoing.

-Icarus