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To: j g cordes who wrote (25059)	2/3/2000 8:44:00 PM
From: Johnny Canuck	Respond to of 68226

To: Laszlo (454 ) From: Douglas V. Fant Thursday, Feb 3 2000 6:28PM ET Reply # of 456 Laszlo, Just in case you were wondering about demand for base stations in the wireless arena moving forward.... Sincerely, Doug F. London January 25, 2000 Cellular Base Station Deployment in Europe to Triple by 2005 Cellular base station deployment across Europe is expected to nearly triple over the next five years, according to new research from The Strategis Group. Findings from the recently released Strategis dataBankTM: European Cellular Network Infrastructure indicate that there will be an increase from approximately 210,000 base stations in mid-1999 to over half a million in 2005. "1998 and 1999 were both exceptional years for the European cellular market, as both numbers of subscribers and minutes of use rose to unanticipated levels," notes Jake Saunders, regional director of The Strategis Group Europe. "The net result has been an explosion in the rate of base station deployment, as operators scramble to improve both population and territorial coverage, as well as achieve a lead position in the now fiercely competitive European market." Germany's T Mobil was the frontrunner against all other European cellular operators, with 18,500 cellular base stations in mid-1999. E-Plus, Mannesmann, France Telecom and SFR (France) rounded out the top five operators. While Germany maintains one of the highest measures of base station density (in terms of square kilometers), the Netherlands and Belgium will lead over other European markets through the forecast period, each with over 450 base stations per 1000 square kilometers by 2005. Five markets will account for nearly 60% of the base station rollout in 2005: Germany, Italy, UK, France and Spain. Current and projected trends in cellular infrastructure are the focus of a new database product released by The Strategis Group, entitled Strategis dataBankTM: European Cellular Network Infrastructure. The database, delivered in Microsoft© Excel format, is a compilation of interviews with 123 cellular operators, representing 160 networks, across 39 countries in Eastern and Western Europe. Strategis dataBankTM: European Cellular Network Infrastructure provides comprehensive data for the following: Base stations by country and technology, 1997 - 2005 Population and territorial coverage Network launch dates (includes launch dates for dual band GSM 900/1800 networks) Infrastructure vendor (base stations and switches) by network, 1997 - 1999 Infrastructure vendor market share (1999) Average base station density and population penetration Strategis dataBankTM: European Cellular Network Infrastructure is an essential reference tool for network vendors, network component suppliers, cell-site management companies, cellular operators and investment companies whose decisions rely on tracking this sizeable and rapidly expanding part of the cellular industry. With offices in Washington, D.C., London, and Singapore, The Strategis Group publishes in-depth market research reports and provides customized consulting services and continuous information solutions to the cable TV, satellite, Internet, competitive telephony, broadband, and wireless communications industries. The Strategis Group's market studies, valuations, and strategic planning projects provide crucial information to communications industry leaders throughout the world. Please contact an account executive at 202/530-7500 (voice), 202/530-7550 (fax), sales@strategisgroup.com (e-mail) or visit strategisgroup.com for more sales information.

To: j g cordes who wrote (25059)	2/3/2000 9:06:00 PM
From: Johnny Canuck	Read Replies (2) \| Respond to of 68226

To: Valueman who wrote (3530) From: Mr.Fun Wednesday, Feb 2, 2000 9:53 PM ET Reply # of 3556 Comments: 1. Call Ericsson IR and ask them if they expect to pay QCOM royalties for ever. The answer I got was that for the time being it was expedient, but that they believe there are several paths to implementing W-CDMA, some of which would require NO payment to QCOM and that they will explore all avenues. 2. Ask Nokia if they will need to pay QCOM royalties for W-CDMA. They will emphatically say no. 3. Ask QCOM how much Lucent and Motorola have to pay for their infrastructure licenses for both CDMA-One and CDMA2000 - the answer is zero, they are royalty free. 4. That said many companies will pay royalties because they haven't the technical resources to bypass QCOM. Many will buy QCOM chipsets IF they continue to develop good designs and sell them for a fair price. 5. QCOM is not the universal solvent, perpetual motion, or the fountain of youth. It is a company that will have to compete very hard and very successfully to prove itself worth what you would pay for it if you bought it today.

To: j g cordes who wrote (25059)	2/4/2000 4:55:00 AM
From: Johnny Canuck	Respond to of 68226

This signal is a little early and does not pay attention to the longer term trend: *************************************** hardrightedge.com Let's look at Qualcomm Inc. (NASDAQ: QCOM). After rallying from the last MACD Buy signal on on January 31at 118 ½, QCOM rose steadily to 148 early today, February 3, 2000. By 1:00 PM EST, QCOM flashed a MACD Sell signal. The Sell and Short would have been at that time at 138 ½. I would still exit longs in QCOM. **************************************** hardrightedge.com Charts of Interest - 2/4/2000 Oil and paper stocks are acting very weak and might be vulnerable to further declines ahead.