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To: Mike Buckley who wrote (31441)	9/11/2000 12:10:15 PM
From: tekboy	Read Replies (1) \| Respond to of 54805

howz the delayed Rule Maker seminar going? I'm gonna get to it right after I finish the latest Mosher and Buckley networking posts... :0) tekboy/Ares@urp.com

To: Mike Buckley who wrote (31441)	9/11/2000 1:45:50 PM
From: StockHawk	Respond to of 54805

Warren Buffett, savviest of the savvy, invests heavily in carpets! Berkshire Hathaway, Inc. (NYSE: BRKA) has offered to purchase between 80.1% and 86% of the outstanding shares of Shaw Industries for $19 per share in cash, subject to approval of Shaw's Board of Directors. Shaw Industries, Inc. (www.shawinc.com ) is the world's largest manufacturer of tufted broadloom carpet. zacks.newsalert.com StockHawk

To: Mike Buckley who wrote (31441)	9/11/2000 2:03:51 PM
From: Eric L	Read Replies (1) \| Respond to of 54805

Re: QCOM - CDMA - Worldwide Subscriber Growth Update EMC (for GSMA) has just posted subscribers (all technologies) through August: gsmworld.com EMC's numbers when posted this early are not audited actuals. They did not adjust Q2 CDMA ending numbers from 67.1 M to CDG's 65 for instance. They are still the most credible numbers available, but their is some educated SWAG here. Here is the way they have the subscribers through August: GSM = 361.7 CDMA = 72.0 PDC = 48.8 TDMA = 54.3 Total Digital Subscribers = 536.8 Total Analogue Subscribers = 76.8 ================================ MOBILE WIRELESS SUBSCRIBER STATS ================================ Through end August 2000 Total Worldwide Subscribers (millions) 536.8 = digital (excludes ESMR) 76.8 = analog 612.8 = total mobile wireless (excludes ESMR) CDMA = 11.75% of all (up) CDMA = 13.41% of digital (down) ===== CDMA Subscribers/Growth End of 1996 = < 1 End of 1997 = 7.8 = + 680% End of 1998 = 23. = + 194% End of 1999 = 50. = + 118% End of 2000 = 90 million + (my estimate) = + 80% (Note: as late as mid June CDG was projecting 100 million subs year end. If they are correct, annual growth for 2000 will be 100%). CDG unfortunately has a propensity to over forecast, however, unlike GSMA who always underforecasts. GSM estimated 378.6 subs year end at beginning of year. TDMA-EDGE estimated 62 million. The fastest growing technology YTD remains the (deservedly) maligned IS-136 TDMA (TDMA-EDGE) technology. When the numbers are all in, I suspect this will show a widening gap between CDMA & TDMA in LA. GSM: 271 to 361.7 subs = + 33.5.1% CDMA: 50 to 72.0 subs = + 40 % TDMA: 35.1 to 54.3 subs = + 54.7% (widening gap if accurate). Important Note: UWCC has not yet reported audited numbers for Q2 yet, much less last 2 months. This could be a horse race for "bragging rights" for annual growth amongst technologies. This won't last long. TDMA-EDGE is a 2 trick pony (LA & NA). We will not see audited results for the year from the associations till March 2001. EMC will show pretty reasonable at the GSM World Congress in Cannes in late February, and will sneak out some pretty reasonable estimates late November at the GSM in North America Conference. - Eric -

To: Mike Buckley who wrote (31441)	9/11/2000 5:41:49 PM
From: Ruffian	Read Replies (1) \| Respond to of 54805

Siebel Systems to acquire Janna in stock swap SAN MATEO, Calif., Sept 11 (Reuters) - Siebel Systems Inc. (NasdaqNM:SEBL - news) on Monday said it has agreed to acquire Canada's Janna Systems Inc. (Toronto:JAN.TO - news) in a stock swap valued at about $975 million, boosting Siebel's software products for investment firms, retail banking and other financial firms. Under the deal, each outstanding Janna share would be exchanged for 0.497 shares of Siebel, or the equivalent shares in a Canadian subsidiary formed for the company's acquisition. The deal would result in Siebel issuing up to about 11 million additional shares, Siebel said in a statement.