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To: London Brian who wrote (4565)	3/10/2000 7:16:00 AM
From: Labrador	Respond to of 8096

Have you considered the rollout of HDR technology in the second half of 2001? This move in 3G plus recognizing that the competition is at least couple of years behind, will move the QCOM stock price north. The lack of competition to HDR and 3G chips will lead CDMA to the dominant means of communication within 3-5 years. EDGE cannot compete (a mere bandage on the TDMA technology). When China comes through, HDR implemented and 3G chips permitting internet phones and with the percentage of worldwide CMDA subscribers hits 30%, which may be possible within a couple of years, you'll see a quadruple. You may also see NOK capitulate in 2001 which will assure QCOM holders of at least $500 by end of 2001 (if NOK jumps on board - can they afford to ignore Japan, China, Korea, Canada, Brazil, etc). In the meantime, a double from here, in my view, is quite possible by the end of this calendar year as people recognize that QCOM will be the 3G leader, and Japan proceeds on track to introduce their internet-capable phones in 2001. P.S. Don't forget about the possibilities that QCOM will have as they develop uses and chips with SnapTrack location technology -- expect this to be big in 2001/2002.

To: London Brian who wrote (4565)	3/10/2000 7:42:00 AM
From: Poet	Respond to of 8096

Thanks for the report from the QCOM meeting, Brian, much appreciated.. VRSN was downgraded (based on valuation) last night, so those of you who are looking to take profits should consider doing it today. The biotechs were very weak yesterday. Since they led the Naz to it's highs, I'm concerned that their weakness may presage Naz weakness soon. Still, I positioned myself in PDLI, which seemed to drop the most yesterday, hoping for a bounce. QCOM remains somnolent. I've had a bunch of PM requests about covered call writing and I'm directing people to my posts to AMR yesterday in which I used JDSU as an example. MSFT, that bad boy, has been very busy squeezing shorts, much to Tef's delight. GMST really broke out yesterday. It should be an interesting day for GMST today, as it's moved a lot this week. I'm wondering if profit-taking will kick in this afternoon. I traded out of My GMST at the close yesterday but will be watching it closely to establish a long call position if it pulls back today.