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To: craig crawford who wrote (270)	12/12/1997 1:33:00 PM
From: Duane L. Olson	Read Replies (1) \| Respond to of 1219

Craig, But of course I'm quite a cynical guy..... Who would have guessed? OK, I follow your logic. But I'll be covering shorts and going up to 75% long by Christmas, expecting to dump early in January. Could be next spring before I feel the news has been out and hashed/rehashed enough to offer true bargain hunting opportunities.. Will cross-check against your somewhat more bearish stance for comparison. (Also for edification, enlightenment, and future reference <g>) dlo

To: craig crawford who wrote (270)	12/12/1997 4:28:00 PM
From: Stewart V. Nelson	Read Replies (1) \| Respond to of 1219

Craig Not feeling too smart right now! I have owned QCOM for a long time so I still have a big gain, but today's action sure hurt. I added to my QCOM position today. I feel the meltdown in Korea will cut earnings for Qualcomm but the analysts have the magnitude wrong. There is still plenty of opportunity for them in other parts of the world. I am also thinking of getting back into UNPH. They are still talking about acquiring other companies (using stock) and so revenue should grow above expectations for them over the next few years. Regards Stew