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To: LBstocks who wrote (11611)	4/7/2000 7:34:00 PM
From: Jim Willie CB	Respond to of 35685

QCOM, my only reliable lover, ROCK ME BABY great news on Ericy... last December I recall vividly a phone conversation with Ruffian... I had to interpret his language, since it was replete with doglike utterances (his dog's name is Ruffian)... he said to expect in y2000 for Qualcomm's HDR to serve as the "ultimate weapon" in forcing the rest of the world into CDMA adoption... by rest of the world, he meant principally Europe we concluded that any nation that did not embrace CDMA would relegate their customer base into a wireless data backwater... Ericsson realizes this factor in spades... they are less than fully trustworthy bastards, but they know who owns their next meal ticket now the pressure on NOKia is growing, already huge, and unrelenting... if NOK intends to remain #1, then their next strategic move is a nobrainer: adopt CDMA in their product line all the arguments I stated in February are acutely relevant for NOKia to join the CDMA wagon train WAGON TRAIN, HOOOOAHHHH now my detractors all during February understand why... I sold almost NOTHING in my QCOM horde of shares ROCK ME BABY, ROCK ME BABY, ALL DAY LONG (9:30 - 4PM) / Jim Willie