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To: Libbyt who wrote (78)	5/11/2000 1:43:00 PM
From: 16yearcycle	Read Replies (1) \| Respond to of 57684

Hi L, Qcom is waiting for a huge announcement by the Japanese tomorrow on cdma-2000 deployment/licensing granted to DDI. Qcom is recovering right now. VRSN? I don't know, there are so many cross winds now its crazy to try to guess day to day movements. On a positive note it is waaay off its lows, so it may be absorbing some of that. I forgot FLEX. I have a large amount. Been buying from 63 down to high 40's. Will earn about 1.20 this year and is growing rev at 60-90%.It is low by anyone's measure, even some of the bears I have spoken to the last 3 days. Of course, it is a cyclical growth company, like amat, and you can see what has happened there. Any sign of a slowdown and it gets shot.