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To: Jim Willie CB who wrote (18426)	5/12/2000 9:22:00 AM
From: SGJ	Respond to of 35685

I do remember your predictions. Your FED dilemma scenario plays out though only if the FED has been hiking rates for a yet to be proven out inflation threat. Its possible they could really be acting to soak up money supply or at least stem it...way way ahead of the game. They will not kill off expansion...at least not on purpose :-) Great QCOM news from Japan. DDI will grab market share now in Japan with a first to market 3G system at 1/10th the cost of a wcdma system, despite what the wcdma touts are fudding.