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To: Jacob Snyder who wrote (9455)	11/8/2001 3:34:54 PM
From: BirdDog	Read Replies (2) \| Respond to of 10934

Look at that support! The last high line at $16.15 is continuing to show strong support. Just like the long term bear market dowtrend line showed support on 10/17 through the 22nd. Looking good! Glad I kept my sell stop just below that line... at 16. Doh!!!!!!!!...Just had to open my big mouth. Now all I can do is hope the market keeps going down in a retracement or more. BirdDog

To: Jacob Snyder who wrote (9455)	11/9/2001 8:22:56 AM
From: techreports	Read Replies (1) \| Respond to of 10934

3. I am extremely worried about the increasing divergence, between pro forma and GAAP earnings. The pro forma numbers sweep under the rug, the fact that 2 full years of profits from their chipsets and royalties, have evaporated due to failed investments in risky startups. This is a pattern, not a "one-time-only" event. How long is this going to go on? Ya, but don't forget the investment gains. I think Nextwave will bring in 600 million.. plus, does it really matter? cash and stock has grown from less than 1 billion to over 2 billion. That's what matters. This is real money that can be given out to the shareholders. 4. the only reason the stock is up, IMO, is that the rising market tide is lifting all boats, even leaky ones. Once again, just as during the January and April rallies, investors are pricing in a sharp rebound in the fundamentals 6 months out. Maybe they are right this time (although their track record is not encouraging). Hard to imagine a real Bear Market bottom happening with the S&P 500 PE at 30. Ya, but the ROIC for the S&P is higher today (or was) than in the past. So doesn't that mean the S&P deserves a higher P/e ratio..?