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To: Grantcw who wrote (25310)	5/24/2000 6:34:00 PM
From: Mike Buckley	Read Replies (2) \| Respond to of 54805

CW, Do you still consider CDMA and Qualcomm to be in a tornado given recent CDMA growth reports? Those are two questions -- one for CDMA and one for Qualcomm. Regarding CDMA, the tornado is in progress, but barely so now that it has reduced to 100% annual growth. And today's announcement that will increase the price of handsets in Korea, CDMA's largest growth area that has accounted recently for 30% of growth, could stunt total growth enough to place it slightly below tornado level. Reagarding Qualcomm being in a tornado, companies aren't in tornados. Only products are. I see HDR as the next tornado. Previously I was hoping that HDR and CDMA might be in tornado-phase growth at the same time, but I think it's more likely that the CDMA winds will die down before HDR winds get to that stage. Your thoughts? --Mike Buckley