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To: Jeff Jordan who wrote (35277)	4/5/2001 12:41:51 PM
From: Jeff Jordan	Read Replies (1) \| Respond to of 35685

12:28 ET QUALCOMM (QCOM) 45 1/4 +1 3/8 (+3.1%): -- Update -- ABN AMRO believes that QCOM's financial forecast (based on 90 mln CDMA handsets) is aggressive; firm revising its estimate to 81 mln handsets from 89 mln units... Believes there are 3 potential negative catalysts: telecom equipment industry implications, revised financial guidance and valuation... Firm maintaining its HOLD rating. a warning from EMLX didn't hurt the stock...it's up 3?<g>But, QCOM not looking so hot. tenlights.com

To: Jeff Jordan who wrote (35277)	4/5/2001 3:13:43 PM
From: im a survivor	Respond to of 35685

I hear all this talk about qcom...and who know's..maybe it does fall alot further, but bottom line folks is cdma is the future and qcom will make plenty of money in the future. I have no idea what the short term holds for qcom, but when I see how far technology has advanced in the last 15 years, I look ahead and see the same types of advancements....we will be living in a wireless world and companies that stand to benefit are companies like qcom, aol and others......... Hey Allen...I'd be curious to see what you think about a little company called Glenayre Technologies ( GEMS ).....they have been around awhile, have deals with qcom and other big boys...will be in the middle of the wireless revolution. They make a profit, have no debt, very low pe, trade below book value and insiders have been buying recently on the open market....stock is trading around $2 or so..........I've known the company and management for yearsand expect good things to come from them over time. Do you have any inssight....ever heard of them? Thanks Keith