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To: lazarre who wrote (972)	7/10/2000 10:21:02 AM
From: Rob Preuss	Respond to of 1762

DMIC Conf. Call: 5:00 PM eastern time, Tue 18 July 2000 The teleconference is scheduled for: Tuesday, July 18, 2000 5:00 p.m. eastern time (2:00 p.m. pacific time) Please call (415) 247-8580 at least ten minutes prior to the time that the teleconference is scheduled to begin. The operator will take your name and connect you to the teleconference. If you are unable to participate in the conference live, an "instant replay" will be available for 48 hours following the call's conclusion. If you would like to take advantage of this special service, you can access it via (800) 633-8284 (outside U.S. (858) 812-6440) and the code: "15660309". It usually takes two hours following the conference to set up the recording.

To: lazarre who wrote (972)	7/12/2000 3:32:58 PM
From: Rob Preuss	Read Replies (1) \| Respond to of 1762

(Paine Webber) Wireless Equipment: 2Q Preview Source: netcognizance.com (Added 7/12/2000 12:17:57 PM) Wireless industry growth and outlook should be positive during Q2 reporting season although some companies are managing company-specific operational issues that could limit upside. Believe seasonal patterns have resulted in a higher than expected mix of phones purchased by new users than replacement phones. Since new owners typically buy low-end, entry-level phones, this has resulted in a higher than expected mix of low-end phones. [Table showing their Q2FY00 EPS estimate for DMIC to be $0.11/sh, vs consensus EPS estimate of $0.10/sh.] [snip - stuff unrelated to DMIC] DMIC remain concerned about the pricing pressures of the Microwave Radio Industry, despite its leverage to the acceleration in wireless infrastructure spending, have more confidence in DMIC than PCOM which has been inconsistent in its performance. Believe both DMIC’s and PCOM ‘s valuations appropriately reflect growth and risk dynamics of their businesses. [snip - other stuff unrelated to DMIC]