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Technology Stocks : Qualcomm Incorporated (QCOM) -- Ignore unavailable to you. Want to Upgrade?

To: Homer H. Hillis, Jr. who wrote (65224)	1/29/2000 11:33:00 PM
From: CDMQ	Respond to of 152472

QUALCOMM ANNUAL LUNCHEON FINALIZED: Date: Tuesday, March 7th Time: 12:00 noon to ~4:00 PM Place: Dakota Grill & Spirits (corner of 5th & E Street; four blocks from Symphony Hall 7th & "B") 901 5th Avenue San Diego, 92101 619-234-5554 "The luncheon room is surrounded by windows with a grand piano and full bar and a complete line of handcrafted, micro-brewed beers." No host bar. Qualcomm investor relations will support us with complimentary Qualcomm Caps or T-shirts. Name tags will be provided for those interested. Digital photos will be taken for those who don?t object. Secretaries will check you into the luncheon. Menu: choice of: Shrimp Santa Fe Caesar Salad Mesquite Roasted Chicken Lemon Pepper Ahi Tuna Steak Melt coffee, tea, soda RESERVATIONS: I need to know how many will attend in order to order appropriately Send $25.00 to: Terence Daly MD (CDMQ) 9834 Genesee Avenue, ste 315 La Jolla, CA 92037 PRIVACY POLICY: Names will not be released. The room has been reserved for about 50 and is filling up! You will all be pleased who you will meet!

To: Homer H. Hillis, Jr. who wrote (65224)	1/30/2000 1:31:00 AM
From: jack bittner	Respond to of 152472

you are right about cdma's clarity. no question it is superior technology and dr jacobs is brilliant. how much is that worth? is it worth ANY price? i think you owe it to yourself to ask how you arrive at 140 as fair value; to calculate how fast it is growing, to estimate how fast it CAN grow under various assumptions; to spread the net income results from your calculations over the outstanding shares, and root the value estimate in reality. if you don't have the time for all that, and if you already have a satisfactory number of shares, maybe it would be better to wait to see what Q does over the next quarter.