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To: AllansAlias who wrote (39631)	11/21/2000 10:43:11 AM
From: marginmike	Read Replies (1) \| Respond to of 436258

Somebody is screwing with Qcom in the pre-market. On the days that it gets whacked in the last 15 minutes of Pre 9:30 trading it has had very strong up days. Ive seen this happen atleast 4 times in the last two weeks. It seems somebody is making it look heavy into the open. At the open there are huge blocks waiting to buy stock.

To: AllansAlias who wrote (39631)	11/21/2000 11:07:26 AM
From: LLCF	Read Replies (1) \| Respond to of 436258

<See the swing on QCOM. Wow. Should have covered on the low and looked for re-entry.> I know I've sort of beat the drum on QCOM not being a short, but perhaps I should state the case a tad more strongly: 1.) There are 2 technologies of wireless in the U.S., TDMA and CDMA. 2.) CDMA {QCOM invented technology} is far superior to TDMA, depending upon who you listen to... 4x to 8x {my recollection, don't hold me to this, do your own DD} more capacity for THE SAME INVESTMENT. 3.) 2/3 of the country uses TDMA, including ATT, NEXTEL and several other biggies. 4.) Networks are becomming constrained and upgrades are needed at ALL the carriers, especially when we start talking about cruising the web on your phone. Whether or not this actually takes off in a big way may be irrelevant, as the people will probably at least want the option to do it. 5.) QCOM and CDMA allow fast easy migration to wireless fast data and streaming stuff w/ 1X, coming out next year. So??? Why NOT short it.. its probably overvalued... let's say it IS overvalued. The problem with shorting it is this: all networks need upgrading, if ATT, Nextel, or other large carrier announces the switch to CDMA, which those involved in wireless believe is just a matter of time? POOOOOF! The stock will double IMO. It will be a LLCF UP, and shorts will be toast. This stock is dangerous. Be warned. MM can probaly further enlighten/correct... but I think he'll agree, watch out being short this thing. DAK