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To: Puck who wrote (9576)	3/3/2001 5:37:53 PM
From: Caxton Rhodes	Read Replies (1) \| Respond to of 34857

Puck - How many POPs WCDMA gonna have in the next 2-3 years? Nothing significant. Caxton

To: Puck who wrote (9576)	3/3/2001 5:40:04 PM
From: Caxton Rhodes	Read Replies (1) \| Respond to of 34857

Puck- Since you asked my opinion on QCOM, here it is. As long a things progress in china, we should stay above 50. Looking at the weekly charts, I suspect that the bottom for qcom is here and we are headed back up. stockcharts.com[l,a]waclyymy[pb50!b200][vc60][iUb14!La12,26,9!Lh14,3!Lc20!Lf] That's a hammer at the end and I suspect it is signaling a major bottom here. Fundamentally, things have never looked better for Qualcomm. 1. IPR position on CDMA is solid as a rock. 2. All existing CDMA networks in process of moving to 1x (144kbs), then 1xev( 307kbs on voice channels, 2.4 mbs on data) 3. China working on RFPs for IS 95a network, 13.3 M pops in 200 cities by next year. This IS HAPPENING. 4. Nextel likely to move to 1X 5. Delays in WCDMA rollouts will pressure GSM carriers to think seriously about deploying 1XeV (cdma2000) in new spectrum so they can recover costs sooner. Don't forget that 1XeV is better, faster, cheaper, more spectrally efficient that WCDMA anyway and is available now. 6. BREW will add a lot of applications that will make CDMA phones much more attractive to consumers than the GSM/TDMA counterparts in markets where they co-exist. Things are looking very, very good for Qualcomm. The investment community underestimates the differences in the technologies, as gap between them widens, cdma will grow market share much faster than they think. For long term types, BUY IN THE 50S OR LOW 60S, and you will be rewarded. Cheers, Caxton