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To: E. Graphs who wrote (12547)	5/21/1998 11:44:00 PM
From: Duane L. Olson	Respond to of 25814

E!.. Sorry I'm late to the current party again <g>. We have had quite some discussions about telecom lately. Dan was an early advocate of the "Universal everything" wireless phone, and I put it off as "pie in the sky". Then the guys coming back from the shareholder's meeting informed us that "Wilf" discussed a GSM/TDMA/CDMA phone at the meeting...Dan must have helped write the speech! Of the stocks on your post from Jubak: I have already made a fair piece of change on QWST, and still prefer it over WCOM.. am at 1/4 of my full position and will build back. Both CSCO and ASND are on my "why have I never bought these?" list, and I still may... can't see the downside. VTSS I have owned for quite a while, and it has been nearly like a PSUN (if anything could!)...I still like it a lot and hope to pick up more in the mid-40's. QCOM is a past winner for me, and I intend to have lots of it going into next fall. As for TXN, to play the DSP game, or ERICY and NOK/A...I'm not as sure about those. UNPH, PMCS and MFNX -- well, will just have to do some homework... Do you have any favorites in the list? (other than that little jewel we share <g>)... TSO