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To: Larry S. who wrote (51601)	6/1/2002 4:29:49 PM
From: paul_philp	Read Replies (1) \| Respond to of 54805

The most important point in this very good column, The operator would also enjoy higher revenue from data minutes, as it charged every time the customer downloads a map. Qualcomm figures that BREW could eventually add data minutes worth $12 a month per user. Paul

To: Larry S. who wrote (51601)	6/1/2002 5:01:37 PM
From: gdichaz	Respond to of 54805

Larry S. Thanks. Note at end: <<E-mail: william.alpert@barrons.com>> Curious. There have been two views of "Bill" Alpert, one he speaks for himself and therefore in no way represents any improved understanding of either CDMA or Qualcomm by Barrons, or two he is with Barrons. Since I long ago gave up on Barrons as useless IMO, I wonder. Does anyone here still take the dead tree version of Barrons and have a clue how "Bill" appeared therein and what that might represent if anything on the long time myopic "vision" of CDMA and/or Qualcomm - as if neither exists at all - by Barrons? Best. Cha2 Bes

To: Larry S. who wrote (51601)	6/3/2002 10:01:19 AM
From: hueyone	Respond to of 54805

While the new technology analyst at Barron's makes some excellent points visa a vis QCOM's competitive position in the telecommunication's industry, he neglects to develop or support this statement: No wonder Gerhardy's price target for the $32 shares is $80. I am not buying the admonition not to "wonder". Reminds me of what passed for "analysis" of technology companies during the bubble---"Our company is making headway, so let's double the current share price and throw it out there as the new target." Best, Huey