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To: 16yearcycle who wrote (2703)11/3/2000 12:11:28 PM
From: Tom Kearney  Respond to of 57684
 
OK - steadily kicking ass!!!

p.s. I read every message on the Q thread, now. It is fascinating to see all the links people post from all over the world that slowly, but surely, show QCOM and CDMA gaining advantage.



To: 16yearcycle who wrote (2703)11/3/2000 12:15:38 PM
From: Mark Fowler  Respond to of 57684
 
I got tired of looking at it bought a few Saws today. I think i'm set for awhile.



To: 16yearcycle who wrote (2703)11/3/2000 12:17:57 PM
From: Tom Kearney  Respond to of 57684
 
For those who didn't see this - from the JDSU thread....

"Also notable in Sprint's guidance this morning was the anticipated increase in 2001 capex to $6.2 bln from $5 bln in 2000; Merrill Lynch notes that it had assumed $4 bln capex in 2001..."

<edit> Is beating projections by 55% enuff?....Can we assume the optical portion will grow even more?


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