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Strategies & Market Trends : Piffer OT - And Other Assorted Nuts -- Ignore unavailable to you. Want to Upgrade?

To: Jorj X Mckie who wrote (49773)	8/22/2000 5:30:50 PM
From: CRay33	Respond to of 63513

Tom, your right that there is huge disagreement on all of this, and the perception is that it's not a slam dunk. I agree it's not (anything can happen), but i think Q is the leading bet. Once it clears, we will have a Q499 like run. Interesting point here though - QCOM is breaking off their chipset business (temporarily referred to as SPINCO)into another independant company. The chipset business is already worth $1B revenue, and growing fast for CDMA, WCDMA, CDMA2000, and a version that switches from GSM to CDMA. This business alone is worth $30/share, given competitor valuations. Thanks for the welcome.

To: Jorj X Mckie who wrote (49773)	8/22/2000 5:38:31 PM
From: J.B.C.	Respond to of 63513

>>If it was a slam dunk, the stock wouldn't keep on breaking down. Of this, I am convinced.<< It may not be a slam dunk, but it also may be more protectionism of the Eurofort (ERICY, NOKIA etc) and their FUD campaign. I do know this: BILLIONS are at stake here, GSM will do everything in their power to delay, subterfuge etc with regard to CDMA, the bottom line is will they be able to wring the capability necessary out of GSM that will be needed, I am betting not and I believe the tide begins turning this fall with roll-out of QCOM's HDR. Jim