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To: JohnG who wrote (39099)	2/8/2001 5:34:09 PM
From: Mike Buckley	Respond to of 54805

John, Agreed about Sculpezio. Send him and Siebel to the penalty box. --Mike Buckley

To: JohnG who wrote (39099)	2/8/2001 5:37:11 PM
From: Eric L	Read Replies (1) \| Respond to of 54805

John, re: QUALCOMM/SpinCo (COO Richard Sulpizio) Audio BAS Presentation Q&A << I hate to say this, but Sculpezio talks a little too much--sounds like some lightweight trying to impress others with how smart he is because he is a little confused about his own self image--just doesn't cut it for me. >> I'm glad you brought that up. I was going to comment back to Mike on that. I read his post about Tom Siebel just after I had listened to Rich. You beat me too the punch. Rich is good. He is articulate and quick. His confidence, however, projects as braggadocio, and he is decidedly unworldly wireless wise. He is also a little loose with "fact". If one only listened to him, one would have an impression of the wireless industry that is decidedly one sided. I have spent more time than I perhaps should, over the last 9 months, listening to the executives of other wireless companies participating in conference calls, presentations and Q&A's. There is a marked difference in styles. There is also a marked difference in the way "facts" are used, and competition dealt with. In the case of QUALCOMM, it's "competition" and it's competitive users, are in fact, their best prospects. If I were making a critical sales call on a knowledgeable carrier executive and his staff (and I expect some listened today or will listen), I'm not sure I would want him along, or perhaps I would but I would give him some "style" coaching, before we presented. I have not yet listened to the CC itself. Don't have a link. I'm assuming one is available ... but never assume. Do you have one? I thought the Q&A was very good. All QUALCOMM investors ought to have a listen. There is some "spin", but some very good stuff as well: veracast.com Best, - Eric -

To: JohnG who wrote (39099)	2/8/2001 7:26:32 PM
From: limtex	Read Replies (1) \| Respond to of 54805

JG- Well I must say he gives very straight answers to very straight questions. It is the best and most informative briefing I have heard from Q so far. I understand what they wnat Spinco for now, I understand W-CDMA and the whole 3-G deployment issue. Whoever said this is a must to listen to is quite right. As for being too assured and that will cause the opposition to search for alternative strategies....well they already have....they have gone for a system that no-one has working to finality, that is at least a year or so behind that is more costly etc when they could have 1X today. The comptition has already cut off its nose to spite its face. He has tried to explain this lunacy to ISPs epsecially in Europe that have almost bankrupted themselves buying licenses even before deploying the 3-G infrastructure. Give the guy a break. He is trying to help people that would sooner do almost anything than accept 1X. not every decision is technical and Europe is doing what Europe does He is very very clear and informative. He is confident of what the Q owns and that is what counts because 3-G is going to be CDMA and that is that. Best regards, L