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To: michael_pdx who wrote (5125)	5/31/2000 12:12:00 AM
From: Ruffian	Respond to of 34857

michael, it must be the Kool-Aid IJ passes out. LoL! pdx- you guys won tonite! Ruff

To: michael_pdx who wrote (5125)	5/31/2000 12:31:00 AM
From: Peter J Hudson	Respond to of 34857

Michael, It is not the Unicom news that touches the Qheads raw nerve, it is the little victory dance that our friend Tero does anytime there is bad news for QCOM. The entertaining part is that he celebrates prematurely. The prediction of DDI going WCDMA just didn't work out. The information from Unicom is ambiguous at best, but Tero is declaring victory for WCDMA in all of Asia. Why the obsession with GPRS! GPRS is a stop gap technology that GSM service providers are stuck with, because WCDMA is not ready. GPRS is very inefficient and will probably cause considerable network congestion on the systems where it is deployed. It will be interesting to see how it is priced. I think GPRS with WAP will be a big disappointment for most users. This time it is Nokia that has over-hyped their product. Tero was referring to us as Qbubbas and taking glee at our misfortune this morning. Qs 10+ point rise soothed the wounds a little. Qbubba

To: michael_pdx who wrote (5125)	5/31/2000 2:56:00 AM
From: Gus	Read Replies (1) \| Respond to of 34857

You forgot to point out the budding movement to boycott, err, all Chinese restaurants across the land by Qualcomm fanatics upset that China Unicom is now focusing on its GSM networks (7m subs) at the expense of its CDMAOne networks (200k subs). "Sob. I'll never eat at another Chinese restaurant again" was the plaintive cry of one distraught QCOM investor over at the Yahoo BB as the news came out. There is no doubt that they would have gotten around to boycotting innocent Korean restaurants on account of the news that the Koreans seem determined to demonstrate to Qualcomm that, in perfect free market fashion, it needs them more than they need Qualcomm's CDMA2000 so those royalties need to go down from over 5% to under 3% in addition to other, ahem, perks befitting its status as CDMAOne's single largest market. And yes, they want to use their own ASICs now, thank you. Fortunately for all Chinese and Korean restaurants across the land, the QCOM cheerleaders in the US analyst community came out in full force to ride the dead cat's bounce for all its worth so after 8 straight sessions of high-volume decline and a 15% one-day spike, all is well in QCOM la la land..........for now. It's the summer after one of the hottest winters in history in an Olympic year, guys, soooooo.............don't forget to duck.