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To: marginmike who wrote (91931)	4/9/2001 8:31:20 PM
From: Mark Adams	Read Replies (1) \| Respond to of 436258

re SAWS and QCom, S&P has this to say (in part) The shares have fallen sharply following a new product introduction from Qualcom (QCOM) that reduces the need for SAWS filters. QCOM recently introduced radioOne, a new technology for CDMA transceivers that uses direct conversion architecture. Direct conversion converts RF signals to baseband without the need for a SAW IF filter. The technology is to be incorporated in CDMA20001X and WCDMA phones, with chip sampling toward the end of 2001. We have adopted a more conservative view of the stock until the impact of the new technology can be quantified, and recently downgraded the shares from accumulate to hold. Use of SAWS as Q indicator might still work- WDIK?