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To: DlphcOracl who wrote (19674)	3/10/2000 10:03:00 AM
From: Mike Buckley	Read Replies (2) \| Respond to of 54805

It is obvious that although Q is a great company and a core holding in the wireless sector, its days of hypergrowth are over. Considering that this is a folder based on the field manual and considering that I am the self-ordained head of the nit-picking department, I am compelled to mention that all evidence of CDMA hypergrowth remains fully intact until we see emperical evidence to the contrary. Ummm, on the other hand, it could be argued that I was not self-ordained and that my status as nit-picker is the result of that nasty thing in the folder called group think. :) --Mike Buckley

To: DlphcOracl who wrote (19674)	3/10/2000 11:58:00 AM
From: Dr. Id	Respond to of 54805

It is obvious that although Q is a great company and a core holding in the wireless sector, its days of hypergrowth are over. Those famous last words have been spoken about CSCO several times over the past 8 or so years. I bought CSCO in late 1997 (well after it days of "hypergrowth") and am up something like 700%. It is just as possible that QCOM's days of hypergrowth, while taking a rest, are just beginning. Has everyone forgotten TFM?!(which, as I told Frank at the meeting, I plan to read someday!):-) Dr. Id