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To: Glenn D. Rudolph who wrote (536)	5/24/2000 12:34:00 PM
From: 16yearcycle	Respond to of 57684

I'll try later, Glenn. It is an area of current great dispute, but the future will mainly be based on cmda with qcom getting royalties on all versions of cdma. The questions are about different amounts of royalty based on which version of cdma, qcom's ability to hold a reasonable share of the asics market, qcom licensing NOK on a version known as W-cmda, and questions about current e and how fast the next generations will roll out. That is enough uncertainty to cripple a stock in the short run in a market like this. However there remains little doubt that Qcom will be many times bigger within 3 to 5 years.