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To: Uncle Frank who wrote (26577)	6/20/2000 1:55:00 PM
From: hueyone	Read Replies (2) \| Respond to of 54805

Wind Update Wind has been increasing its efforts to make its story visible to the street. Yesterday Wind held an "Analysts' Day" conference. This morning WIND broke through the old resistance at 40 on more than double the usual volume. Alan Benn attended the conference and I suggest that those of you interested in WIND read Mr. Benn's updates on the SI Wind thread. WIND also had an important new product announcement yesterday: biz.yahoo.com With regard to growth rates, still no tornado---the latest projection I heard from WIND was for 37% YOY revenue growth rate. But WIND continues to expand their dominating presence in to a wide array of market opportunities and I am hopeful this expansion will eventually translate in to a ramped up growth rate. Best, Huey

To: Uncle Frank who wrote (26577)	6/20/2000 2:25:00 PM
From: BDR	Respond to of 54805

This week's issue of The Economist has a profile of Dr. Irwin Jacobs (p.67, Face Value). It is available online to subscribers at economist.com If you are not a subscriber, it is the issue with a picture Kim Jong Il waving on the cover under the headline "Greetings, earthlings". (I love The Economist's sardonic view of the world) The author really does seem to "get it" and the article explains well the position that QCOM commands. He even refers to "Last year, Ericsson hoisted the white flag,..." Since it is a subscription site, I will not reproduce the article in its entirety but here are excerpts: "Because CDMA's packet based technology is so good at handling data, it is now the basis of the recently agreed international standard for third-generation services. Current CDMA networks not only handle data more surely and at higher speeds than their TDMA and GSM equivalents, but also provide an easier and cheaper way to move to third-generation services." That's refreshing to read after all the FUD. The only cautionary note is at the end: "Qualcomm's aggression in defence of its intellectual property is understandable, but it could backfire. Dr Jacobs's claim that his firm will be the Intel of the mobile Internet is a provocative analogy. It has already raised the hackles of rich and powerful wireless-equipment firms that have no intention of becoming mere assemblers of other people's technology, like wretched PC makers. "Thanks to the brilliance of its engineers and to Dr Jacobs's single-minded refusal to compromise, Qualcomm undoubtedly has the whip hand at present. But, as Tom Engibous, chief executive of Texas Instruments, the company that provides most of the chips for GSM telephones, argues, too uncompromising an approach to patent enforcement can force potential partners into working around you, thus eroding the value of your intellectual property. After all the euphoria that surrounded Qualcomm's shares last year, this may be what is now giving investors pause for thought."